Get Beneficiary Designation/change Request Form - Liberty Life
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How to fill out the Beneficiary Designation/Change Request Form - Liberty Life online
Completing the Beneficiary Designation/Change Request Form from Liberty Life is a straightforward process that ensures your designated beneficiaries are clearly identified. This guide provides user-friendly, step-by-step instructions to help you navigate the form effectively.
Follow the steps to expertly complete the form online.
- Press the ‘Get Form’ button to access the Beneficiary Designation/Change Request Form and open it in your chosen document editor.
- In the Payee(s) Information section, fill in the required fields: first name, middle name, last name, street address, city, state, telephone number, birth date, social security number, and ZIP code. If applicable, check the box indicating that this is a new address.
- Navigate to the Beneficiary Change Instructions section. Carefully read through the terms regarding how beneficiary changes operate. Ensure that you fully understand the requirement to list each beneficiary's full name, relationship to the payee, percentage share (totaling 100%), and address.
- Move to the Primary Beneficiary Designation Information section. Enter the required details for your chosen primary beneficiaries, including their names, relationships to you, social security numbers, birth dates, street addresses, cities, states, and ZIP codes. If you have more than three beneficiaries, attach an additional sheet.
- Complete the Contingent Beneficiary Designation Information section in a similar fashion as step four, listing all relevant details for your contingent beneficiaries.
- Proceed to the Authorization section. Review the statements carefully. You will be declaring that the information provided is true and complete. This authorization also revokes prior beneficiary designations.
- Finally, in the Signatures section, sign and print your name, along with the date. Include the signature of a third-party witness, with their printed name and date.
- Once all fields are completed, save your changes, and you can choose to download, print, or share the filled-out form.
Complete your documents online for ease and efficiency.
Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, you'll have to complete, sign, and mail a paper form.
Fill Beneficiary Designation/Change Request Form - Liberty Life
BENEFICIARY DESIGNATION All designated beneficiaries will be considered primary, sharing equally, unless otherwise indicated. Primary □ Contingent □. Use this form in conjunction with policy forms. 2. Prepare and sign in DUPLICATE. 3. 4. This designation will apply to the following Standard Insurance Company coverage(s) if available to you through your. Instructions: Please type or print clearly in ink all applicable sections. You must sign, date and return the form to us for the change(s) to be valid. Need to change your beneficiary? To change your beneficiaries, you must complete a new form.
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