The purpose of this agreement is to provide for the sale by a stockholder during his/her lifetime, or by a deceased stockholder's estate, and to provide all or a substantial part of the funds for the purchase. The form contains the following provisions: total value of the capital stock, procedure upon the death of a stockholder, and amending procedures for the agreement.
Primerica Shareholder Services Beneficiary Change Form In Allegheny
Category:
State:
Multi-State
County:
Allegheny
Control #:
US-00442
Format:
Word;
Rich Text
Instant download
Description
Free preview
Form popularity
FAQ
How to add or change a beneficiary Speak to a banker and let them know the following. Provide the beneficiary's name, date of birth, address, phone number and SSN. A form will be created with this information and mailed to you. After you get the form, review it for accuracy.
You must use form POL-28-COM. Please indicate the account registration to include owner/joint owner(s) first name, middle initial and last name. Please include the owner's social security number and the Primerica Shareholder Services Account number for which the change of beneficiary will apply.
To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.
Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, you'll have to complete, sign, and mail a paper form.
Most beneficiary designations can be changed by the account holder at any time during their lifetime. They may want to add a later-born child, remove deceased parents, or update designations following a divorce.
Complete the Request for Change of Beneficiary form by listing the full given name for each person being named. Indicate their address, social security number, date of birth, and relationship to the insured person.
Navigate to the 'Fund Transfer' section, where you will typically find the option to add a new beneficiary. Select 'Add Payee' and choose the type of their account (it can be own bank or other banks). Fill in the beneficiary's name, account number, bank name and IFSC accurately, and then click on 'Add' and 'Confirm'.
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
Primary Beneficiaries Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.