Primerica Shareholder Services Beneficiary Change Form In Nassau
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FAQ
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.
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.
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.
Generally speaking, you can name a non-citizen, such as a family member living abroad, as the beneficiary of an annuity or other financial account.
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.
The legal authority to modify revocable beneficiaries typically rests with the grantor or settlor of the trust. The grantor can add or remove beneficiaries, change the distribution percentages, or modify any other provisions related to the beneficiaries.
