Get Service Center - Ms 03b

Filling out the Service Center - MS 03B form can feel overwhelming, but this guide will help you navigate each section clearly and efficiently. Follow these steps to ensure that you provide all necessary information accurately.

Follow the steps to complete the Service Center - MS 03B form online.

1. Click the ‘Get Form’ button to access the Service Center - MS 03B form and open it in your editor.
2. Begin with the 'Insured/Annuitant Information' section. Fill in the first name, middle name, last name, street address, city, state, telephone number, birth date, and social security or tax ID number. Ensure all information is accurate.
3. If the owner of the policy is different from the insured or annuitant, complete the 'Owner(s) Information' section with the same details as above.
4. In the 'Beneficiary Change Instructions' section, list the beneficiaries' full names, relationships to the insured, associated percentages (which must equal 100%), and their addresses. Remember to include any primary and contingent beneficiaries.
5. Complete the 'Primary Beneficiary Designation Information'. If any beneficiary is irrevocable, check the box, and provide the required personal information, including their relationship to the insured and all necessary contact information.
6. Proceed to the 'Contingent Beneficiary Designation Information' and repeat the same process for additional beneficiaries.
7. In the 'Other Requests/Information' section, include any additional requests that are relevant to the beneficiary change.
8. Review the 'Authorization' section where you will sign and date the form to verify that all information is true and complete.
9. Finally, the signatures of all necessary parties, including the owner, joint owner (if applicable), and witness, should be gathered in the designated area. Ensure each person provides their print name and date.
10. After completing the form, save your changes. You can choose to download, print, or share the form as needed.

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