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Get Erfc29b. Name / Address Change Form For Retirees & Beneficiaries
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How to fill out the ERFC29B. Name / Address Change Form for retirees & beneficiaries online
The ERFC29B is essential for retirees and beneficiaries who need to update their name or address in their official records. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to complete your form successfully.
- Press the ‘Get Form’ button to access the form, and open it in your preferred editor.
- Check your status by selecting either 'Retiree' or 'Beneficiary.' This section is vital for processing your request.
- Indicate if this is a name change by selecting 'Yes' or 'No.' If 'Yes,' be sure to fill out Lines 2 and 3, and include a legal proof of your name change.
- If you are updating your address or phone number, select 'Yes' for that section and complete Lines 4 through 7.
- Provide your first name, middle initial, last name, and suffix (if applicable) in Line 1.
- If applicable, fill out your former name in Line 2 to support your name change request.
- Enter your Social Security Number and email address in Line 4 as required for identity verification.
- List your new home telephone number and complete your new street address, city, state, and zip code in Lines 5 and 6.
- If you're changing your address, also fill in your former street address in Line 7.
- Sign the document in Line 8 to authorize the changes. Don’t forget to add the date.
- Once all sections are thoroughly completed, review your form for accuracy, and ensure it is signed. You can then save changes, download, print, or share the completed form as required.
Complete your ERFC29B online today to ensure your records are up-to-date.
In most cases, you may change the beneficiaries named on a life insurance policy or other financial account at any time. Changing beneficiaries is usually easy to do — the challenge is often in remembering to do it. Contact your employer, financial professional or financial services company to learn how.
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