Get Beneficiary Change Request Form

Completing a Beneficiary Change Request Form is an important step to ensure your assets are distributed according to your wishes. This guide will provide clear instructions on how to complete the form online, catering to users of all experience levels.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in an online editor.
2. Begin by entering your personal information in the designated fields. This includes your name and account number. These details are crucial for identifying your account.
3. In the section titled 'Who are your beneficiaries?', designate your beneficiaries by providing their names, social security numbers, addresses, relationships to you, dates of birth, and the percentage of the account they will receive. Remember, you must specify whether each beneficiary is a Primary or Contingent beneficiary.
4. If you are naming a trust as a beneficiary, ensure you attach a copy or abstract of the trust documents alone.
5. Proceed to the 'Account Owner Signature' section. Review the information you provided, then sign and date the form to affirm your designations.
6. If applicable, complete the 'Spousal Consent' section. This is necessary only if your spouse is not the primary beneficiary. Confirm that your spouse has reviewed and consented to your beneficiary designations, then have them sign and date the section.
7. Finally, ensure the form is reviewed for completeness and accuracy. Once verified, you can choose to save changes, download, print, or share the finalized form as needed.

Take the next step by completing the Beneficiary Change Request Form online today.