Get U.plan Beneficiary Change Request Form - Mefa

The U.Plan Beneficiary Change Request Form is essential for users who wish to update the beneficiary on their U.Plan account. This guide offers clear, step-by-step instructions to assist you in completing the form accurately and efficiently online.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the U.Plan Beneficiary Change Request Form and open it for editing.
2. Begin by filling in Section A: Current U.Plan Account Information. Enter your name as the account owner, your account number, the current beneficiary's name, and their Social Security number. Ensure accuracy to avoid processing delays.
3. Proceed to Section B: Beneficiary Change Instructions. This section requires you to certify the transfer of all certificates to the new qualifying beneficiary. Provide the new beneficiary's name, their existing U.Plan account number (if applicable), Social Security number, date of birth, and your relationship to the previous owner.
4. In Section C: Owner Authorization, sign to authorize the change of beneficiary for your account, confirming that the new beneficiary meets the qualifications outlined in the U.Plan Enrollment Agreement. Include the date of signing.
5. Once all sections are completed, review your form for accuracy. You can save your changes, then choose to download, print, or share the completed U.Plan Beneficiary Change Request Form as needed.

Complete your U.Plan Beneficiary Change Request Form online today to ensure your request is processed without delay.