Revocation Beneficiary Form For Employee
Description
How to fill out Consent To Revocation Of Trust By Beneficiary?
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FAQ
Change of name only. If the policy has joint ownership, all owners must sign any form submitted. 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.
Name only living persons as beneficiaries, unless you are naming a trust, your estate or an organization. Do not name the same person or organization as both a primary and secondary beneficiary. Do not use the word ?or? when designating multiple beneficiaries. Do not impose any conditions on payment.
If you are a Federal employee, check with your agency's HR office to obtain the forms to update your designation of beneficiary for CSRS or FERS retirement, Federal Employee Group Life Insurance (FEGLI), and Thrift Savings Plan (TSP) (if you are a FERS employee).
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.
(g) A beneficiary designation may not be revoked or changed by a will or trust unless the beneficiary designation expressly grants the owner the right to revoke or change the beneficiary designation by a will or trust.