Finance & Legal
Beneficiary Designation
Update account or policy beneficiaries — primary and contingent, with percentage allocations that must total 100%.
- Questions
- 8
- Style
- One page
- Price
- Free
Beneficiary Designation
Update account or policy beneficiaries — primary and contingent, with percentage allocations that must total 100%.
Account holder name*
The owner of the account or policy being updated.
Date of birth*
Account / policy number*
Primary beneficiaries*
Total primary allocation*
Add up the primary allocations above — the total must be exactly 100.
Contingent beneficiaries (optional)
Signature*
Your signature revokes all previous designations for this account or policy.
Date signed*
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