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Oppenheimer beneficiary change form

Oppenheimer funds change of beneficiary form 2025

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The document provides instructions and forms for changing beneficiary designations for various retirement accounts managed by OppenheimerFunds, including IRAs and 403(b) accounts. It emphasizes the importance of naming beneficiaries for estate planning, outlines different designation options (primary and contingent), and explains distribution methods based on beneficiary types. The document also includes FAQs, a checklist for completing the form, and contact information for assistance.

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Click ‘Get Form’ to open the Oppenheimer Funds Change of Beneficiary Form in our platform.
Begin by filling out Section 1, which requires your account owner information. Ensure all asterisked fields are completed, including your name, social security number, and contact details.
In Section 2, check the retirement plan types applicable to your beneficiary designations. If you have multiple plans, complete a separate form for each type.
Proceed to Section 3 to designate your primary beneficiaries. You can choose individually named beneficiaries or select special options like Per Capita or Per Stirpes. Make sure the total allocation equals 100%.
If applicable, fill out Section 4 for contingent beneficiaries using similar guidelines as in Section 3.
Complete any necessary spousal consent sections if required by your state laws and ensure all signatures are provided before submitting the form.

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Got questions?

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

What is needed to change a beneficiary?

How do I change my beneficiary? No matter which approach you take to naming your beneficiaries, you should know that you could make a switch if necessary. Its simple to change a beneficiary, you just send the new persons details to your insurer.

Who has the authority to change the beneficiary?

If a beneficiary wishes to reduce their IHT liability, making a variation of a will can help them achieve this. Heres how: If a beneficiary wanted to gift some of their inheritance to someone else, such as one of their own children, they can add a new beneficiary to the will and direct some of the funds to them.

How do you change your beneficiary?

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.