Get Equitable Beneficiary Change Form

The Equitable Beneficiary Change Form allows users to update their designated beneficiaries efficiently. This guide will provide you with a clear and supportive approach to filling out the form online.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to access the Equitable Beneficiary Change Form and open it in the editor.
2. Begin by entering the policy number at the top of the form. This is essential for identifying the policy associated with the beneficiary changes.
3. In the 'Beneficiary Change' section, input the names of the new beneficiaries. Ensure you include their relationship to you and their date of birth if they are under the age of 18.
4. If necessary, specify the name of a trustee for any minor beneficiaries included in your designation.
5. If you previously designated a beneficiary who has passed away, provide their name and the date of their death in the appropriate fields.
6. Complete the 'Contingent Beneficiary Change' section in the same manner if applicable, including names, relationships, dates of birth, and any necessary trustee information.
7. Once all beneficiary and contingent beneficiary information is filled out, proceed to sign and date the form at the designated areas.
8. If there are additional beneficiaries or changes, repeat the steps as needed. Ensure that all signatures are collected from relevant parties.
9. Finally, after reviewing the completed form for accuracy, you can save any changes, download, print, or share the document as required.

Take the next step and fill out your Equitable Beneficiary Change Form online.