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State farm life insurance beneficiary form

State farm change of beneficiary form 2026

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The document is a Designation or Change of Beneficiary Request form for State Farm Mutual Funds' Individual Retirement Accounts and other tax-sheltered accounts. It allows account holders to designate or change their beneficiaries, revoking any prior designations. The form outlines requirements for validity, instructions for naming multiple beneficiaries, and includes sections for participant information and beneficiary details. It also specifies the need for spousal consent in certain states and provides submission instructions.

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Click ‘Get Form’ to open the State Farm Change of Beneficiary Form in the editor.
Begin by filling out your Participant Information. Include your first name, middle initial, last name, address, social security number, city, state, ZIP code, marital status, and telephone number.
In the Designation of Beneficiary section, list your primary beneficiaries. For each beneficiary, provide their name, social security number or TIN, relationship to you, date of birth, and percentage of the account they will receive. Ensure that the total percentage equals 100%.
If you have secondary beneficiaries, repeat the process in the Secondary Beneficiary section. Again ensure that their total percentage also equals 100%.
Finally, sign and date the form. If required by your state laws or if not naming your spouse as a sole primary beneficiary, ensure your spouse/partner signs as well.

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