On the COB form list the beneficiary's name and designate whether the individual is a primary or contingent beneficiary. If there are multiple primary or multiple contingent beneficiaries, you should also designate the percentage of death benefits each is to receive.

The contingent or secondary beneficiary is the person or persons designated to receive the death benefit from your life insurance policy in the event that your primary beneficiary should die at the same time, like in a common accident, or before you do.

Clearly type or print the first and last name of the owner(s) in the first section that asks for the name.

You must complete the necessary forms and forward them to BF&M for registration. You may change your beneficiary at any time. You can access the change beneficiary form here.

In order for someone to qualify as your beneficiary at the time of application they must suffer a financial loss in the event of your death. In other words, they must expect to experience financial hardship as a result of your death. Your spouse, children, a trust or business partners are examples of common beneficiaries.

If you call our Crossover Inquiry Helpdesk at 615.782.4688, they can verify what information we have in our system. In order to change the information, please contact our provider enrollment department at 866.520.4007 to change the SSN for the physician to the tax id number. Once the records are updated with provider enrollment, we will then cross the tax id number given.

Yes. You may change beneficiary designations at any time by contacting the Fidelity Investments and TIAA-CREF directly.

You can change the beneficiary on your account at any time. You may want to do this if the student does not attend college or if the student graduates and there is money left in the account. Find the Change of Beneficiary form at Manage Your 529 Account. Note that if the Schwab 529 plan account was opened with funds transferred from and Custodial or ESA account, the beneficiary of that account can not be changed at any time.

Contact the LBA office to obtain your beneficiary information associated with your annuity and other important items. If you are unsure about your Police Pension Fund beneficiary information, you may check it in person, or request it by mail with the New York City Police Pension Fund, 233 Broadway, 19th Floor, New York, NY 10279.

Your beneficiary will receive Indian Rupee funds in the form of a Demand Draft payable at the location you have chosen while booking the remittance.

Click here to access a Beneficiary Designation Form (PDF, 20K). You will note that there are specific requirements to be fulfilled if you designate a beneficiary other than your spouse.