Get Zurich Non Financial Change Form

Completing the Zurich Non Financial Change Form online is a straightforward process that allows users to update important information related to their accounts. This guide provides clear instructions to help you navigate each section of the form efficiently.

Follow the steps to successfully complete the Zurich Non Financial Change Form online.

1. Click ‘Get Form’ button to obtain the Zurich Non Financial Change Form and open it in the online editor.
2. In Section 1, enter the contract owner's information, including first name, last name, street address, city, state, zip code, social security number, date of birth, contract number, and contact numbers. Indicate U.S. citizenship status and email address, as well as the country of residence if applicable.
3. Proceed to Section 2 to update the address. Select if the address change is for the owner, joint owner, or annuitant, and input the new street address, phone number, and specify if this change is temporary or permanent.
4. In Section 3, if applicable, fill out the name change details. Indicate your previous name and new name, including signatures. Provide a reason for the name change.
5. Section 4 requires updating beneficiaries. Provide full information for all primary and contingent beneficiaries, including their names, addresses, contact details, relationships to the owner, social security numbers, and allocation percentages. Ensure that the total percentage for beneficiaries equals 100%.
6. Utilize Section 5 for any additional information or specific instructions related to your request.
7. In Section 6, if you wish to change the maturity date, ensure it does not exceed the age of 91 years of the named annuitant and fill out this section accordingly.
8. Complete Section 7 if a change of ownership is needed. Provide the new owner's details and ensure all existing owners sign in Section 9.
9. In Section 8, review state income tax withholding options, selecting the appropriate category that applies to your legal state of residence.
10. Section 9 requires the signatures of all owners and the plan administrator to certify the accuracy of the information provided.
11. Lastly, ensure that all signatures are guaranteed where required and review for completeness before submitting.
12. Once all sections are completed, save your changes, download a copy for your records, print, or share the completed form as needed.

Complete the Zurich Non Financial Change Form online today to keep your account information current.