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State farm life insurance beneficiary form

State farm change of beneficiary form 2025

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4.9 out of 5

40 votes

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 requires complete beneficiary information, signatures from the participant and spouse/partner (if applicable), and must be filed with the Custodian before the participant's death. Additional instructions are provided for naming more than four beneficiaries.

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Versions	Form popularity	Fillable & printable
2014	4.9 Satisfied (40 Votes)
2012	4.2 Satisfied (41 Votes)

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Can you change beneficiaries on a life insurance policy?

Its simple to change a beneficiary, you just send the new persons details to your insurer. Its a good idea to have a few backups in mind at all times, as you never know when you might need to make a change.

Can you change life insurance beneficiary over the phone?

You can change the beneficiaries of your life insurance by contacting your insurance company. Youll need to submit a change of beneficiary form online, on paper, or over the phone. The form will ask for personal information about your beneficiary, such as: Contact information.

Who has the right to change the beneficiary?

If a policyholder is alive, and the beneficiary designation is revocable, they have a right to change, add and remove life insurance beneficiaries as often as theyd like, but they should be careful when doing so, particularly if theyre married, because their spouse may have a right to 50% of the death benefit if

Can you change your insurance beneficiary?

In most cases, you may change the beneficiaries named on a life insurance policy or other financial account at any time. Changing beneficiaries is usually easy to do the challenge is often in remembering to do it. Contact your employer, financial professional or financial services company to learn how.

Can you change your beneficiary online?

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.