Beneficiary Change Form - Nationwide Retirement Solutions 2025

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