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Nationwide annuity beneficiary change form

Beneficiary Change Form - Nationwide Retirement Solutions 2026

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The document is a Beneficiary Change Form that allows participants to designate or change beneficiaries for their benefits, including life insurance. It requires personal information such as Social Security numbers, names, addresses, and percentage splits for each beneficiary. The form emphasizes that the total percentage must equal 100% and provides guidelines for primary and contingent beneficiaries. It also includes instructions for mailing the completed form to Nationwide Retirement Solutions.

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Click ‘Get Form’ to open the Beneficiary Change Form in the editor.
Begin by filling out your Participant Information. Include your Social Security Number, Employer Name, and contact details such as your phone number and email address.
In the Beneficiary Designation section, list the names of your beneficiaries along with their Social Security numbers, addresses, dates of birth, and phone numbers. Ensure that the percentage split totals 100% in whole numbers.
Indicate if this is a change of beneficiary by checking the appropriate box. Remember that any prior designations will be replaced by those listed below.
Complete the Authorization section by signing and dating the form. Make sure to include a witness who is not a named beneficiary.
Once completed, mail the form to Nationwide Retirement Solutions at the provided address.

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Versions	Form popularity	Fillable & printable
2022	4.8 Satisfied (106 Votes)
2015	4.2 Satisfied (52 Votes)
2013	4 Satisfied (39 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to change insurance beneficiary?

You may only change your beneficiary for your portion of the benefit . Your lifetime beneficiary is the person you named to receive a continuing monthly benefit upon your death .

Is it possible to change beneficiary?

Yes, as the policy holder you can add or remove beneficiaries whenever you want to. We suggest you review your list of beneficiaries annually to keep it up to date. Can I nominate a minor as a beneficiary? Yes, you can nominate a minor as your beneficiary.

How do I transfer my inherited IRA to another person?

The simplest way to do that is through a direct trustee-to-trustee transfer from one account to the other or between one IRA custodian and another. You also could complete an indirect IRA-to-IRA rollover, where you take a distribution from the inherited assets and then roll those assets into your own existing IRA.

Can you change your retirement beneficiary?

You can add or change a lump-sum beneficiary at any time . Its important to keep your beneficiary designation up to date .

Can you change beneficiaries online?

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, youll have to complete, sign, and mail a paper form.

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Can a beneficiary be changed on a pension?

How Do I Change My Beneficiary? Retirement Online is the quickest and best way to manage your beneficiary information. Although you can also complete a paper beneficiary form and mail it to NYSLRS, paper forms take longer to process and it must be notarized.

How do I change my beneficiary on my retirement account?

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, youll have to complete, sign, and mail a paper form.