Get Beneficiary Change Form - Nationwide Retirement Solutions

This guide provides clear instructions on how to fill out the Beneficiary Change Form for Nationwide Retirement Solutions online. Whether you are updating beneficiaries, addresses, or names, the process is straightforward and designed to ensure your preferences are accurately recorded.

Follow the steps to complete the form correctly.

1. Press the ‘Get Form’ button to access the Beneficiary Change Form and open it in your preferred editor.
2. Begin by filling out your personal information. Include your full name, Social Security number, contact number, email address, and date of birth. Ensure that this information is accurate.
3. Indicate the type of change you want to make by selecting the appropriate option: Beneficiary Change, Address Change, or Name Change. If selecting 'Name Change', remember to attach proof such as a copy of your driver’s license or Social Security card.
4. List the names of your beneficiaries. For each, provide their Social Security number, address, date of birth, telephone number, and the percentage split of benefits they will receive. Ensure that the total percentage equals 100% and is represented in whole percentages.
5. Specify whether each beneficiary is a Primary or Contingent beneficiary. Remember that Contingent beneficiaries will only receive benefits if no Primary beneficiary survives you.
6. If you have more beneficiaries than the form allows space for, complete and attach additional sheets with the required information, and mark the designated box.
7. To finalize your submission, sign and date the form in the designated fields. A witness must also sign the form; ensure that the witness is not one of the named beneficiaries.
8. Once all fields are completed and signatures are secured, save your changes and choose an option to download, print, or share the completed form.

Complete your Beneficiary Change Form online today for swift processing.