Get the free Change of Beneficiary Request Form - utuia

UTC Insurance Association 24950 Country Club Blvd., Suite 340 North Olmsted, Ohio 440705333 Phone 2162289400 www.utuia.org CHANGE OF BENEFICIARY REQUEST For approval and endorsement, this request

How to fill out change of beneficiary request

How to fill out a change of beneficiary request:

1. Obtain the necessary forms: Contact your insurance company or financial institution to request the change of beneficiary forms. They will provide you with the required paperwork to update your beneficiary information.
2. Review the instructions: Carefully read the instructions provided with the forms. Understand the requirements, submission process, and any supporting documentation that may be required.
3. Provide personal information: Fill out your personal information accurately, including your full name, contact details, and policy or account numbers. This information will help identify you and ensure the beneficiary change is correctly applied to your account.
4. Choose the new beneficiary: Clearly state the full name and relationship to you (e.g., spouse, child, sibling, etc.) of the new beneficiary. Make sure to include their contact information as well.
5. Specify the percentage or share: If you wish to distribute the benefits among multiple beneficiaries, clearly state the percentage or share each individual should receive. Ensure that the total distribution equals 100%.
6. Sign and date the form: After carefully reviewing the provided information, sign and date the form. This signifies your acknowledgement and consent of the changes being made.
7. Submit the request: Follow the instructions on where and how to submit the completed form. Typically, you can mail it to the designated address or submit it electronically via email or the company's online portal.
8. Keep a copy for your records: Make a copy of the completed form and supporting documentation for your own records. This will help you track the progress of the request and serve as proof of submission if needed.
9. Follow up: If you don't receive confirmation within a reasonable timeframe, consider contacting the insurance company or financial institution to ensure they received your request and that it is being processed.
10. Review your policy or account regularly: Life circumstances change, and it's important to review and update your beneficiary information periodically to ensure it aligns with your current wishes.

Who needs a change of beneficiary request?

Individuals who may need to fill out a change of beneficiary request include:

1. Policyholders or account holders who wish to update their existing beneficiary designation.
2. Individuals who have experienced a life event such as marriage, divorce, birth, or death that may necessitate a change in their beneficiary information.
3. People who want to add or remove a beneficiary from their policy or account.
4. Individuals who want to adjust the distribution percentages among beneficiaries.
5. Policyholders or account holders who want to ensure their benefits are allocated according to their current wishes.

For pdfFiller’s FAQs

What is change of beneficiary request?

A change of beneficiary request is a formal request to update the designated beneficiary on a financial or insurance account.

Who is required to file change of beneficiary request?

The account holder or policyholder is typically required to file a change of beneficiary request.

How to fill out change of beneficiary request?

To fill out a change of beneficiary request, you will need to provide your account or policy information, the new beneficiary's information, and sign and date the form.

What is the purpose of change of beneficiary request?

The purpose of a change of beneficiary request is to ensure that the designated recipient of the account or policy proceeds is up to date and reflective of the account holder's wishes.

What information must be reported on change of beneficiary request?

The change of beneficiary request typically requires the account or policy information, current beneficiary information, new beneficiary information, and the account holder's signature.

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