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Beneficiary Change Form - Nationwide Retirement Solutions 2025

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The document is a Beneficiary Change Form that allows participants to designate beneficiaries for their benefits, including life insurance. It requires personal information, details about the beneficiaries, and specifies that the percentage split must total 100% in whole numbers. The form also outlines the hierarchy of beneficiary payments and provides instructions for submission.

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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. Specify the percentage split for each beneficiary; ensure that it totals 100%.
Indicate if this is a change of beneficiary by checking the appropriate box. Remember that if you need more space for additional beneficiaries, attach extra sheets and mark the provided box.
Complete the Authorization section by signing and dating the form. Ensure a witness signs as well, noting that they cannot be a named beneficiary.
Finally, mail the completed form to Nationwide Retirement Solutions at the specified 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.

Beneficiary Change Form - Nationwide Retirement Solutions 2025

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How to use or fill out Beneficiary Change Form - Nationwide Retirement Solutions with our platform

See more Beneficiary Change Form - Nationwide Retirement Solutions versions

Complete this form in 5 minutes or less

Got questions?

How to change insurance beneficiary?

Is it possible to change beneficiary?

How do I transfer my inherited IRA to another person?

Can you change your retirement beneficiary?

Can you change beneficiaries online?

Complete this form in 5 minutes or less

People also ask

Can a beneficiary be changed on a pension?

How do I change my beneficiary on my retirement account?

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