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How to fill out a beneficiary form?

The beneficiary designation form is an estate planning tool that ensures assets are passed to the correct person(s) or organization(s) after a persons death.

How do I add a beneficiary to my American Express account?

If you were appointed by a will, court order or are handling the affairs of the decedent, you can request the account be cancelled or, if eligible, you may apply to take over the account. For more information, please see Taking over the account of a deceased Card Member.

How do I add a beneficiary to American Express?

Gather necessary information: For each beneficiary, youll generally need to provide the full legal name, date of birth, Social Security number and contact information. Again, the specific information required will vary by institution.