Designation change of beneficiary form 2026

1. Click ‘Get Form’ to open the Designation change of beneficiary form in the editor.
2. In Section 1, provide all requested contract information, including the current owner's name, phone number, and address. Ensure accuracy as this information is crucial for processing your request.
3. If you wish to receive text updates regarding your request, complete Section 2 by checking the consent box and providing your mobile number.
4. For owner changes, fill out Section 3 with the new owner's details. Remember that this section is only necessary if you are changing ownership; otherwise, skip it.
5. In Section 4, designate your beneficiaries. Clearly list their names and ensure that the total percentage for primary and contingent beneficiaries equals 100%. Avoid complex designations to prevent processing delays.
6. Finally, in Section 5, all owners must sign and date the form. If applicable, include any required documentation such as power of attorney or guardianship papers.

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