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Boston Mutual Beneficiary Change Form.pdf - Mark III Brokerage 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your name and address at the top of the form. Ensure that you use complete names as specified in the instructions.
- In the 'Primary Beneficiary' section, list each beneficiary's full name, relationship to you, percentage of benefit, address, date of birth, and Social Security number. Remember that percentages must total 100%.
- If applicable, fill out the 'Contingent Beneficiary' section using the same format as above. This is important for ensuring that benefits are distributed according to your wishes.
- Review optional provisions and check any boxes that apply to your situation. Be cautious with designations regarding deceased children.
- Ensure all necessary signatures are included: yours, a witness (if required), and your spouse if applicable. If there are additional beneficiaries beyond two for either category, continue on a separate page.
- Once completed, mail or fax the form to the provided address or number. Keep a copy for your records.
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