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Get Change Of Beneficiary Request Form - Cuna Mutual Group
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How to fill out the CHANGE OF BENEFICIARY REQUEST FORM - CUNA Mutual Group online
Filling out the Change of Beneficiary Request Form with CUNA Mutual Group is an important step in updating your policy details. This guide provides clear, step-by-step instructions to ensure your form is completed accurately and efficiently.
Follow the steps to fill out the form online.
- Press the ‘Get Form’ button to access the form and open it in your online editor.
- Begin by providing your policy or contract information. In each box, please fill out the following clearly using blue or black ink: your policy or contract number, your email address, full name (including first name, middle initial, last name, and suffix), insured’s name if different, your mailing address, social security number or tax identification number, phone number, and your location details (city, state, zip).
- Next, navigate to the beneficiary designation section. You must select whether each beneficiary is Primary or Contingent. Enter the full name and optional designation (if applicable), as well as contact information such as their address, date of birth or trust date, phone number, and relationship to you. Ensure that the percentages assigned to each beneficiary equal 100%. Repeat this process for each additional beneficiary by providing their details.
- Proceed to sign and date the form in the Signature and Authorization section. Ensure you include the signatures of all policy/contract owners. If there are multiple owners, all must sign.
- Once completed, you can either save the changes, download, print, or share the filled-out form according to your preference before returning it.
- Return the form via mailing it to the designated address or faxing it. Ensure you keep a copy for your records.
Complete your Change of Beneficiary Request Form online today to ensure your preferences are documented.
Filling out a beneficiary form involves providing essential information about both you and the beneficiary. Use the CHANGE OF BENEFICIARY REQUEST FORM - CUNA Mutual Group and ensure that you enter the accurate name, date of birth, and contact details of the new beneficiary. Double-check your entries for clarity before submitting the form for processing.
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