Get Mainstay Funds Beneficiary Change Form

Filling out the MainStay Funds Beneficiary Change Form is an important step in ensuring your assets are distributed according to your wishes. This guide will walk you through each section of the form, providing clear instructions for a seamless online experience.

Follow the steps to complete the beneficiary change process effectively.

1. Click the ‘Get Form’ button to download the form and open it in your preferred editor.
2. Begin by entering your current account information in the designated section. Provide your name exactly as it appears on your statement, the fund name(s), and your account number(s) to ensure proper identification.
3. Next, navigate to the change of beneficiary section. Decide whether you wish to add new beneficiaries or revoke previous designations. Ensure that the allocated percentages across all primary and contingent beneficiaries total 100%.
4. For each primary beneficiary, input their full name, relationship to you, social security number, and date of birth in the specified fields. Repeat this process for all primary beneficiaries, ensuring you fill in the allocated percentage next to their details.
5. Proceed to the contingent beneficiaries section. Again, fill in their full name, relationship, social security number, date of birth, and allocated percentage following the same procedure as the primary beneficiaries.
6. If you are married and designate a non-spouse beneficiary for more than half of your account, ensure you obtain your spouse's consent by having them sign in the designated area and provide the date.
7. At the end of the form, ensure you sign where indicated. Also, include your daytime phone number for contact purposes and the date of signing.
8. Once all fields are accurately filled and reviewed, save your changes. You can then download, print, or share the completed form as needed.

Complete your MainStay Funds Beneficiary Change Form online today to ensure your assets are allocated according to your wishes.