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 Collin
Category:
State:
Multi-State
County:
Collin
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.
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.
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.
It's simple — to change a beneficiary, you just send the new person's details to your insurer. It's a good idea to have a few backups in mind at all times, as you never know when you might need to make a change.
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.
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.
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.
Change a beneficiary 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.
More info
You must use this form if you reside in a community property state (AZ, CA, ID, NV, NM, TX, WA, WI) and wish to change the Transfer On Death Beneficiary. Please include the owner's social security number and the Primerica Shareholder Services Account number for which the change of beneficiary will apply.Additional information about the Fund's investments is available in the Fund's annual and semiannual reports to shareholders. The Consumer Action Handbook brings together consumer information from across government. A sound public infrastructure plays a vital role in the nation's capacity to produce goods and services in the future. Public facilities, such as. Your insurance representative, in the case of life insurance to request a changeofbeneficiary form. Simply complete the form and click search!