This form is used to change or designate beneficiaries for the Pastors Life, Pensioners Death Benefit, Supplemental Group Term, District Life, Missionary Life and Accidental Death & Dismemberment insurance plans. This video gives additional help for completing the form found at …(read more)

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When it comes to making changes to a beneficiary designation, it’s important to complete the beneficiary change form correctly. This form is used to make changes to the beneficiaries of a life insurance policy, retirement plan, or other financial account. It’s important to understand the steps involved in completing the form, as mistakes can lead to delays in the change taking effect.

The first step in completing the beneficiary change form is to gather the necessary information. This includes the name and address of the policyholder, the policy number, and the name and address of the new beneficiary. It’s important to double-check all the information to make sure it’s accurate.

The next step is to fill out the form. This includes providing the policyholder’s name, address, and policy number, as well as the name and address of the new beneficiary. It’s important to make sure all the information is accurate and up to date.

Once the form is complete, it’s time to sign it. The policyholder must sign the form in order for it to be valid. It’s also important to have the signature witnessed by someone who isn’t a beneficiary of the policy.

Finally, the form must be sent to the insurance company or other financial institution. It’s important to keep a copy of the form for your records. It’s also important to contact the company to make sure they have received the form and that the change has been made.

By following these steps, you can ensure that the beneficiary change form is completed correctly. It’s important to remember that changes to a beneficiary designation can take some time to take effect, so it’s important to be patient. With the right information and a little patience, you can ensure that your beneficiary designation is up to date.