Get Change Of Address Or Name Form - Benefit Concepts

This guide provides comprehensive instructions on completing the Change Of Address Or Name Form for Benefit Concepts online. Follow these steps to ensure your address or name changes are submitted accurately and effectively.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by entering the current owner information in Section 1. Fill in the contract number, owner's phone number, owner's name, and Social Security Number or TIN. If there is a joint owner, include their name and Social Security Number or TIN as well.
3. In the address change section, select whether you are changing the address for the owner, annuitant, or both. Provide the new street address, city, state, and zip code.
4. If you are changing your name, indicate whether this change applies to the owner, annuitant, or both. Check the reason for the name change, such as marriage or divorce, and attach the necessary documentation.
5. In the name change section, fill out the 'Change From' and 'Change To' fields with the prior and new names. Provide the corresponding signatures and dates.
6. All owners must sign at the designated area in Section 4. If applicable, include additional signatures from trustees or agents, along with any required legal documentation.
7. Review the checklist provided at the end of the form to ensure all required sections have been completed and all necessary documents attached.
8. Once the form is completed, save your changes. You may choose to download, print, or share the form as needed.

Complete your Change Of Address Or Name Form online today to ensure your information is up to date.