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Nationwide annuity beneficiary claim form

Nationwide beneficiary change form 2026

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The document is a Beneficiary Change Form from Nationwide Retirement Solutions, allowing individuals to update their personal information, change their name or address, and designate or modify beneficiaries for various retirement plans. It includes sections for personal details, types of changes, beneficiary designations with allocation percentages, and consent for paperless delivery of documents. The form emphasizes the importance of accurate beneficiary information and provides instructions for submission.

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Click ‘Get Form’ to open the nationwide beneficiary change form in the editor.
Begin by filling out your personal information, including your name, date of birth, Social Security number or account number, and contact details. Ensure accuracy for smooth processing.
Select the type of change you wish to make. You can choose from name change, address change, or beneficiary change. If changing beneficiaries, indicate which plan types apply.
Provide consent for paperless delivery by checking the appropriate box if you prefer electronic documents sent to your email.
In the Beneficiary Designation section, list your primary and contingent beneficiaries. Make sure that allocations total 100% for each category and include all required details such as names and relationships.
Sign and date the form at the bottom to authorize the changes. Review all entries for completeness before submission.

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Versions	Form popularity	Fillable & printable
2022	4.8 Satisfied (106 Votes)
2015	4.2 Satisfied (52 Votes)
2013	4 Satisfied (39 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to change pension beneficiary online?

The easiest way to nominate or update your beneficiaries is through your online pension account: go to the Nominations part of your dashboard. click on Death grant nomination details enter the beneficiarys name and what proportion of the death grant youd like them to have.

What info do I need to update a beneficiary?

Select either State Bank Account or Other Bank Account from Beneficiary Type dropdown. The list of added beneficiaries will be shown. Click on Edit button against the beneficiary name. Click on the Limit text box and edit accordingly.

How to complete a beneficiary form?

Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

How do I change my beneficiary on my bank account?

To change a beneficiary, contact your financial institution or insurance provider to request the proper form. Complete and submit the beneficiary designation form, specifying your new beneficiaries clearly. Ensure all adult beneficiaries provide necessary identification if required.

How do I change my beneficiary on my account?

Speak to a banker and let them know the following: What youd like to do with the beneficiary on the account. If the beneficiary is on, or should be on, multiple accounts.

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How easy is it to change a beneficiary?

Generally, all youll need to get started is a name and birth date for each beneficiary (if naming a person). The more details you provide, such as a Social Security number, the easier the transfer of assets will be for your beneficiaries.

Can you change a life insurance 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.