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How do I fill out a beneficiary change form?

Complete the Request for Change of Beneficiary form by listing the full given name for each person being named. Indicate their address, social security number, date of birth, and relationship to the insured person.

Who can change the beneficiary?

As the policyholder, only you or someone who holds durable power of attorney for you can change your life insurance beneficiaries.

Who has the right to change a recoverable beneficiary?

A revocable beneficiary designation gives the policyholder the right to change the beneficiary without the consent of the named beneficiary.

Can you change beneficiaries anytime?

You can change the beneficiary at any time, depending on the terms of the policy, without any penalty or fee. The policyholder should also be able to name a contingent beneficiary who will receive the death benefit payout if the primary beneficiary is deceased or unable to receive the funds.

Can you update beneficiaries 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.

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