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Ubs change of beneficiary form

Ubs beneficiary 2026

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The UBS Benefit Program Beneficiary Designation Form allows individuals to designate primary and contingent beneficiaries for various insurance plans provided by UBS, including Basic Life Insurance, AD&D Insurance, and Business Travel Accident Insurance. The form requires personal information, beneficiary details, and must be signed and dated to be valid. Additional instructions are provided for naming multiple beneficiaries and submitting the form.

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Click ‘Get Form’ to open the UBS Beneficiary Designation Form in the editor.
Begin by filling out the 'About You' section. Enter your name, Social Security Number, and location clearly.
In the 'Your Beneficiary Designation' section, designate a primary beneficiary for the Basic Life Insurance Plan. If you wish to use the same beneficiary for other plans, check the box labeled 'Same as Basic Life Insurance Plan.'
If you have multiple beneficiaries, leave the respective sections blank and attach a separate sheet detailing each beneficiary's name, address, Social Security Number, date of birth, relationship to you, and their designated percentage of benefits.
Ensure you sign and date the form in the 'Your Authorization' section before submission.
Return the completed form to UBS Benefits Department as instructed at the bottom of the document.

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