Change of Beneficiary Form

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This Change of Beneficiary Form letter can be used to change the beneficiary designation on any assets with a designated beneficiary, such as a life insurance policy, IRA, 401k, or annuity, in the case of marriage, divorce, the birth of a child or grandchild, or the death of a family member. You can also use this letter to add a designated beneficiary to an account, or inform the financial institution of a beneficiary’s name change.

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 Beneficiary FormSample | Instructions
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