Get Change Of Beneficiary & Name Change Form - Coughlin & Associates

This guide will help you navigate the Change Of Beneficiary & Name Change Form provided by Coughlin & Associates. Filling out this form online is straightforward, and we will provide detailed instructions for each section to ensure you complete it correctly.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin with the 'Plan Member Information' section. Fill in your given name, member surname, gender, street address, date of birth, and telephone number. Ensure all information is accurate and written clearly.
3. In the 'Appointment of New Beneficiary' section, fill out the details for each beneficiary. This includes their surname, given name, initial, the percentage of allocation, and their relationship to you. You can add multiple beneficiaries as needed.
4. Indicate whether your beneficiary designation is revocable or irrevocable by checking the appropriate box. Understand that revocable can be changed at any time while irrevocable requires consent for any changes.
5. If designating a trustee or administrator, provide their surname, given name, initial, and relationship to you. It is advisable to consult with a legal advisor for this section.
6. Complete the section for employee name change by providing your former surname and the new surname you request to be reflected in the plan’s records.
7. If necessary, complete the beneficiary's name change section with the old surname and new surname for any current beneficiary who has changed their name.
8. In the 'Authorizations & Declarations' section, read and authorize Coughlin to use your Social Insurance Number and exchange your personal information as described.
9. Sign and date the form to confirm that the information provided is accurate and that you are authorized to act on behalf of any dependents listed.
10. Finally, save your changes, and you can choose to download, print, or share the completed form as needed.

Complete your Change Of Beneficiary & Name Change Form online today to ensure your benefits are up to date.