Annuity Beneficiary Change Request - Benefit Concepts 2025

1. Click ‘Get Form’ to open the Annuity Beneficiary Change Request in our editor.
2. 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.
3. 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.
4. 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.
5. 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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