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Bia Management Future Scholar 529 College Savings Plan Program Description to which you should refer when completing this form. Please print clearly. If you have questions while completing this form, please call us toll free at 888.244.5674. . Your completed form and all applicable documentation should be sent to the following address: Regular Mail: Future Scholar 529 College Savings Plan P.O. Box 8036 Boston, MA 02266-8036 Overnight Mail: Future Scholar 529 College Savings Plan 30 Dan Road, Su.

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Did you know you may be able to update your beneficiary designation online? Visit newyorklife.com and click on “My Account” for more information. If you need assistance completing this form, please contact us at (800) CALL-NYLor contact your Agent/Financial Professional.

Please include: • Trust/Charity/Organization name. • Address. • Phone number. • Type of Beneficiary (primary or contingent) • Trust date. • Trust Tax ID number. • Trustee first, middle and last name.

Your original designation remains in force whether it still reflects your wishes or not, until you submit another form to cancel prior designations or to designate a new beneficiary. A designation of beneficiary form outlines your desire to have the funds due upon your death paid out in a particular way.

The designation form allows account administrators to manage the access to their account and CERTS Portal documents.

A beneficiary designation is the act of naming the person who will inherit an asset in the event of the account owner's passing. Some common examples include life insurance policies and retirement accounts. When the account owner passes away, their assets are then transferred to the beneficiary that they designated.

To change a beneficiary designation, the account owner needs to contact the account custodian to obtain a Change of Beneficiary Designation form. Typically, these forms are available on the website of the account custodian. The account owner completes, signs, and submits the form in ance with the instructions.

You do not need to designate a beneficiary unless you want to name some person or persons not listed above or you want the payment to be made in a different order.

Once registered for myColumbiaThreadneedle​, you can download the myColumbiaThreadneedle​ app to view your portfolio of investments with us whenever you like.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232