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How to fill out the Bharti Axa online
This guide will assist you in completing the Bharti Axa online Beneficiary Change Request Form for your Single Premium Deferred Annuity and Annuity Benefits. Follow the step-by-step instructions to ensure that your requests are accurately processed.
Follow the steps to complete the beneficiary change request form.
- Click ‘Get Form’ button to obtain the form and open it for completion.
- Begin by providing the owner's information. Fill in the contract number(s), annuitant’s name (last, first, middle initial), and, if different, the owner's name along with their address including apartment/suite, city, state, and zip code. You should also include the owner's daytime telephone number and, if applicable, the joint owner's name.
- In the 'Designation of New Beneficiary(ies)' section, list the name(s) of the new primary beneficiary(ies), their relationship to the annuitant, address, taxpayer identification number, and daytime phone number. If more than one beneficiary is necessary, attach an additional completed form.
- Continue to the contingent beneficiary section, where you will repeat the same process for any new contingent beneficiaries. Ensure you provide their complete information as needed.
- In the signature section, the owner (and joint owner, if applicable) must physically sign and date the form acknowledging that the updated beneficiary designation revokes any previous designations.
- Finally, review the form for accuracy, then save your changes. You may choose to download, print, or share the form as needed before submitting it to the address provided.
Complete your documents online for a smooth and efficient process.
To obtain an AXA referral, first, connect with a current AXA employee or agent who can assist you. They can provide guidance on the referral process and share insights into current opportunities. Additionally, networking through career platforms can open doors to personal referrals.
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