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Annuity Beneficiary Change Request - Benefit Concepts 2026
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- Click ‘Get Form’ to open the Annuity Beneficiary Change Request in our editor.
- Begin with Section A, where you must provide your contract number, your name, Social Security or Tax Identification Number, and contact information. Ensure all fields are filled accurately for a smooth process.
- In Section B, add or change a primary beneficiary. Assign whole percentages that total 100% for each beneficiary. Remember to include at least three of the four required pieces of information: name, date of birth, Social Security number, and relationship.
- Proceed to Section C if you wish to designate contingent beneficiaries. Similar to Section B, ensure the percentages total 100% and provide the necessary details for each contingent beneficiary.
- Finally, complete Section D by signing and dating the form. If applicable, ensure that all joint owners sign as well and include any required documentation such as a Power of Attorney agreement.
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