FORM OWN-CCC 12/13 Request Form Please read all instructions completely. Signatures are required from all owners of the new account. Find the form you want in the library of templates. |o7'NM:b,&77Y+->9m|{a;7\;71fN`y;} 'NOa^_=4/= >n>LgqB0>3?\o}~v|$[H,W=|263c>36nK AGGREGATION OF ANNUITIES Complete this section for ownership changes/transfers on Non-Qualified policies only. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use. 1 Service, Contact You can name as many beneficiaries as you want, subject to procedures set in the policy. hO_t* KE@IV^>77!Kg. Hover over each link below to find out how to best identify yourself. Customize your document by using the toolbar on the top. The report,Retirement Plans for Institutions of Higher Education, was created from interviews with 117 retirement plan sponsors in the Higher Education sector. Add the date and insert your electronic signature when you fill in all other boxes. Technology, Power of Once named, an irrevocable beneficiary cannot be changed without his or her consent. endstream endobj 3 0 obj <>stream 2018-04-04T11:10:38-05:00 Feel free to use three options; typing, drawing, or capturing one. False Us, Delete Decree, Court Order, Naturalization form, Petition for Name Change form, State/Federal Issued Driver's License or ID Card, or . Service, Contact [EG34!b/huY_/Mfg{X-jrdnuEN{N Q}|R q7+>GSb f/a&,7buB6"t[. You can change the beneficiaries of your life insurance by contacting your insurance company. CHANGE / TRANSFER OF OWNERSHIP q Non-Resident Alien q q q * 4333 Edgewood Rd NE, Cedar Rapids, IA 52499 7 Fax: (877) 355-4385 7 Website: www.transamerica.com Annuity Policy Change Form Policy Owner Policy Number Changes will be effective once all necessary paperwork is received by the Company in good order. Make sure the info you add to the Transamerica Annuity Policy Change Form is up-to-date and correct. NE, Cedar Rapids, IA 52499 BEN-CCC 02/14 Beneficiary Change Form BUSINESS/ENTITY-OWNED POLICIES: If a corporation, partnership or institutional body is the policy owner, an . If multiple beneficiaries exist, each beneficiary must complete a separate form. TransACT - Transamerica's Website for Financial Professionals Skip to content Login About Us Contact Us 1 2 3 4 5 6 7 User ID: Password: New User? Enjoy smart fillable fields and interactivity. If you can't find an answer to your question, please contact us. But, as everyone knows, life happens, and new protection options change over time. . Ensures that a website is free of malware attacks. The beneficiary to whom the proceeds go first is called the primary beneficiary. & Estates, Corporate - If change of ownership and beneficiary is needed please use the Ownership and beneficiary designation request form applicable for your state (listed below). Get your online template and fill it in using progressive features. Include the date to the record using the Date function. Follow the step-by-step instructions below to design your transamerica life insurance forms: Select the document you want to sign and click Upload. Health savings products and services offered through Transamerica Health Savings Solutions, LLC. 60 0 obj <>stream Decide on what kind of signature to create. NAMING A FUNERAL HOME AS A BENEFICIARY: When a funeral home is named as the ben-eficiary, there is a possibility that the proceeds from the policy may exceed the cost of the funeral. Read the following instructions to use CocoDoc to start editing and filling in your Transamerica Beneficiary Change: First of all, seek the "Get Form" button and tap it. Adobe InDesign CC 2015 (Windows) Download your completed form and share it as you needed. 2018-04-04T11:10:37-05:00 795 0 obj <>stream Get access to thousands of forms. Transamerica Premier Life Insurance Company Home Office: 4333 Edgewood Road NE, Cedar Rapids, IA 52499 Section 1: Policy Information *Please also provide a physical address if changing your address to a PO Box. Theft, Personal Planning, Wills +$,AbI%Hk$jl0>H%ZCb&K:.8;l1y=*5v2 q 6~I!92Os4tyaA_ Ensures that a website is free of malware attacks. LLC, Internet Send transamerica life insurance company forms via email, link, or fax. the stages in their lives. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use. H~bJm\rk[4}L~?xSJGVKlq./UtsY2M4e62V7.]>3TTqg| Ax Higher Education institutions are responding to the shifting retirement landscape by adopting practices more commonly seen in the corporate sector, such as working with plan advisors, monitoring the retirement readiness of employees, implementing automatic enrollment features and streamlining retirement plans, according to a research report released today by Transamerica Retirement Solutions. USLegal has been awarded the TopTenREVIEWS Gold Award 9 years in a row as the most comprehensive and helpful online legal forms services on the market today. A change in ownership in and of itself does not affect the interest of any beneficiary designated to receive the proceeds payable at the insured's death. 17 Station St., Ste 3 Brookline, MA 02445. 2018-04-04T11:10:38-05:00 Use the Cross or Check marks in the top toolbar to select your answers in the list boxes. endstream endobj 3 0 obj <> endobj 6 0 obj <>/Font<>/ProcSet[/PDF/Text]/Properties<>/XObject<>>>/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 7 0 obj <>stream Make sure the info you add to the Transamerica Annuity Policy Change Form is up-to-date and correct. Highest customer reviews on one of the most highly-trusted product review platforms. My Account, Forms in pzJH]%bZ{yC8++Vt6}q 3\,aX)d!HOje29q|2V{kt 1?.p:H/HMxZ6N?M'$F82nRA?2\.9DZ`a2mE%QOVY"AvM|uh|J.[5[v6Qk 9>#( iw@&F'mXd62 kk()Vwok%c^G W$:mVD?/tvsh){qY/ P 3"H(^ ^ >W/KiWYt fFn= .C i=)89}Q|%fmM*shR-/(Vx.)/RjG@'MvS\^o?8/F>5X)vn:`%dKAGNRk &0\& To access the various service forms for your account, simply login. Handbook, DUI Transamerica Premier Life Insurance Company Claims Transamerica Life Insurance Company Transamerica Financial Life Insurance Company P.O. It only takes a couple of minutes. You can also download it, export it or print it out. Enjoy smart fillable fields and interactivity. sC&/u7zQ?Vm0%}sEb2}e@IPPQ ).j>i^} wS6,q=TB3R-GDZQ @2 d2wvQH:!w4) Transamerica Institute Format: Articles (125) Calculators (24) Multimedia (6) Print (85) Whitepaper (18) Articles Market Commentary Resources for your clients Here Is What's Different So Far in 2023 Two months into 2023, it appears fixed income and equity investors have a lot more working for them than against them. Transamerica Funds shareholder. Handbook, DUI Form. Get form. There are three variants; a typed, drawn or uploaded signature. / The best editor is directly at your fingertips supplying you with an array of beneficial tools for submitting a Transamerica Annuity Policy Change Form. The beneficiary can be either revocable or irrevocable. Faxed forms will be accepted. Start completing the fillable fields and carefully type in required information. PDF/X-1a:2001 Search for the document you need to design on your device and upload it. If you have any questions or concerns: Please call us toll-free at 1-800-527-9027 if you would like to speak with a Claims Representative. Whether you need to update your beneficiary information, set up an automatic withdrawal from your bank account, or change the name on your policy or contract, all the information you need is available on your MyTransamerica account. Box 8063 Little Rock, Arkansas 72203-8063 (888) 763-7474 Additional Customer Service . Guide, Incorporation 7:26 9:59 How to Complete the Beneficiary Change Form - YouTube YouTube Start of suggested clip End of suggested clip But you should contact the pensions and benefits office for the correct. Access the most extensive library of templates available. 5?6O|f2?sLy+o6W4>__yu}q ~zWv?f|jD%?o\M81&Woj6vsI76WDeB-dB5KaKR_rYzTc?0nsL{+@ `8LuX#m-?9VJ8M%gxeJ9)WJn[el;T46ZM#f D;"(kc y7wm5;L"BG2J&Z)%?J5nOUDhj(-uD'F1^STi}`T . Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. All non-qualified deferred annuity polic. from application/x-indesign to application/pdf After you haveMoreBut you should contact the pensions and benefits office for the correct. Choose My Signature. Select the area you want to sign and click. Click the Sign icon and make a signature. We make completing any Transamerica Annuity Policy Change Form much easier. It's valid in all 50 states and territories, as well Puerto Rico and the District of Columbia. Experience a faster way to fill out and sign forms on the web. Use the Search tool to find it quickly and easily. Look through the document several times and make sure that all fields are completed with the correct information. endstream endobj 20 0 obj <>stream Forgot Password? Thank you for choosing Transamerica for your clients' retirement needs. Filling in Transamerica Annuity Policy Change Form 81603538 does not have to be perplexing any longer. Investment advisory services focused on the unique needs of individual retirees, retirement plans, and their participants offered by Transamerica Retirement Advisors, LLC, a Registered Investment Advisor. Go to the Chrome Web Store and add the signNow extension to your browser. 800-797-2643 Retirement Employer Sponsored Plans Plan Services + Investments IRA Rollover Solutions Financial Professional Resources Employee Benefits Employee Benefits Solutions Employer Paid Insurance Supplemental Health + Disability Group Supplemental Life Additional Benefits Investments Mutual Funds Adobe PDF Library 15.0 TIAA-CREF Funds Registration Change Form for Custodial Accounts Re-register a custodial account when a listed minor reaches the legal age of maturity or when there is a . Guarantees that a business meets BBB accreditation standards in the US and Canada. My Account, Forms in Investment Forms | Transamerica Investment Forms Looking for an investment form? Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Transaction Form Administrative Office located at: 4333 Edgewood Road NE Cedar Rapids, Iowa 52499-0001 Signatures: _____ _____ Policy Owner Signature Date _____ _____ _____ Servicing Agent Signature Agent Number Date Change of Servicing Agent Authorization Form Annuity Policy Change Form The following Transamerica Companies utilize this form: Transamerica Advisor Life Insurance Company Transamerica Financial Life Insurance Company Transamerica Life Insurance. TopTenReviews wrote "there is such an extensive range of documents covering so many topics that it is unlikely you would need to look anywhere else". Follow the simple instructions below: Are you still looking for a fast and efficient solution to fill out Transamerica Annuity Policy Change Form 81603538 at a reasonable price? The change of ownership does not change the beneficiary unless indicated in Part 6 (Beneficiary Changes). Sign it in a few clicks Draw your signature, type it, upload its image, or use your mobile device as a signature pad. Make these fast steps to edit the PDF Transamerica beneficiary change form online free of charge: Our editor is super easy to use and effective. Here's why. Create your signature, and apply it to the page. USLegal fulfills industry-leading security and compliance standards. Our platform offers you a rich library of forms that are available for submitting on the internet. Attorney, Terms of Completing the Retirement DRS Beneficiary Designation (PDF) form OR of Ohio Administrative Office located at 4333 Edgewood Road N*E* Cedar Rapids IA 52499-0001 Beneficiary Designation Form FAX 800-235-4782 Policy Number Insured s Name Written confirmation of this change if recorded by the Company will be mailed to the owner s address unless otherwise indicated below and initialed by the owner. Use professional pre-built templates to fill in and sign documents online faster. Send the e-document to the parties involved. 01. This form must be accompanied by an original or certified Death Certificate, other relevant court documents, and an original signature guarantee is required. If moving assets into a trust that is a named beneficiary, submit If you are a WFG agent please login from MyWFG.com Transfer ownership of your TIAA Life Insurance Please make sure that you understand all of the consquences of this transfer as outlined on the first page of this request. Download your copy, save it to the cloud, print it, or share it right from the editor. Human Resources: Mailing Address. You can sometimes do this online. Then click on the link that best describes you. Planning, Wills NE, Cedar Rapids, IA 52499 FORM OWN-CSFL 12/13 Transfer of Ownership Request Form Please read all instructions completely. You'll need to submit a change of beneficiary form online, on paper, or over the phone. services, For Small Open the email you received with the documents that need signing. The participant will learn little from a policy of changing decision rationale frequently Use professional pre-built templates to fill in and sign documents online faster. Follow the simple instructions below: The days of terrifying complicated legal and tax documents are over. Many updates and improvements! In case there?s a necessity to change something, the online editor as well as its wide variety of tools are ready for your use. USLegal fulfills industry-leading security and compliance standards. Form Name Description Form Number Reach out. We have answers to the most popular questions from our customers. Complete the New Account form. converted %PDF-1.6 % *05#X^XrOh`19g dPXBH,H@:#c=XQX`DBQ!6FU& . Policy Number: Joint Owner (if applicable): Forms 10/10, Features Set 10/10, Ease of Use 10/10, Customer Service 10/10. uuid:a254e09c-0163-409c-9c10-6054d9cce5c1 The following information must be provided on the Transfer of Ownership Request Form attached on pages 1-3 of this document or the form will be rejected and returned for completion. TopTenReviews wrote "there is such an extensive range of documents covering so many topics that it is unlikely you would need to look anywhere else". Open the doc and select the page that needs to be signed. If you're naming only one primary beneficiary, put 100% in the percent column. :S&=72JhOE0!)q$5 vp#?\y{l'+}m9 GUv,+KMd{]0'CkQ1Wt]gX If Transamerica Life Insurance Company is to request funds, the Qualified Funds Direct Rollover or Transfer Request Form is required. Cancellation Authorization for Term Life Insurance Use this form to authorize cancellation of your policy. Double-check the document for misprints as well as other errors. Each inheriting beneficiary should complete a separate Ownership Change form. Select the document you want to sign and click. Spanish, Localized Stick to these simple actions to get Transamerica Annuity Policy Change Form 81603538 completely ready for submitting: Filling in Transamerica Annuity Policy Change Form 81603538 does not have to be perplexing any longer. When to Pay If the amount withheld is less than 500 per quarter submit payment with this return* If the amount withheld A revocable beneficiary can be changed at any time. Open the template in the online editing tool. If you're naming more than one primary beneficiary, you must indicate what percentage each is to receive. Quick steps to complete and design Transamerica Beneficiary Change Form online: Use Get Form or simply click on the template preview to open it in the editor. Beneficiary Change Form Mailing Address: Valley Forge, PA 19493 FAX 888-609-1629 BUSINESS/ENTITY-OWNED POLICIES: If a corporation, partnership or institutional body is the policy owner, an . There are three variants; a typed, drawn or uploaded signature. Spanish, Localized a. We've implemented new enhanced security features designed to provide an added layer of protection to your account. ]`?, #$DJNb %L "\ML$TZcOLx(J`z,#B|!a1mWaa""CD PC)TAbXDj3'H:DC O%$F(4PPI*1"L%HFrbHxhi$sRA8= .HS! )ESq`7,CrlVqSl$eS2+_z Find the extension in the Web Store and push, Click on the link to the document you want to design and select. Certification of trustee powers Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker-dealer, member of FINRA, SIPC and a Registered Investment Adviser. Experience a faster way to fill out and sign forms on the web. PDF/X-1:2001 Register Now Forgot User ID? PDF/X-1:2001 #1 Internet-trusted security seal. Monday through Friday 8 a.m. - 7 p.m. Central Time. If you are a WFG agent please login from MyWFG.com adobe:docid:indd:9822153f-84c6-11dd-85bf-d3155f61b9c8 Theft, Personal March 2nd, 2023 8 1. * 4333 Edgewood Rd NE, Cedar Rapids, IA 52499 7 Fax: (877) 355-4385 7 Website: www.transamerica.com Annuity Distribution Form If an Owner and/or Annuitant is deceased, please contact 1-800-PYRAMID (797-2643) to determine if the death claim process should be initiated. Technology, Power of 1 0 obj <>]/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream . Update your Beneficiaries at Transamerica. OLNlp o#Z In most cases, it is a simple matter to change the beneficiary on a life insurance policy. Unless your client is a family member or close neighbor, there's little chance value, annual premium, surrender period, amount of any outstanding loans, and ownership and . This site may not yet be approved by the Departments of Insurance in all states at the time of publication. U.S. Citizen q Non-U.S.Citizen (Country of Citizenship: ) q Resident Alien q Non-Resident Alien (1) Attach marriage certificate, court order, legal document or certified copy of death certificate, if applicable. If you don't have it, click here . Transamerica Life Insurance Company Western Reserve Life Assurance Co. of Ohio Fax Number (866) 592-4535 Administrative Office located at: 4333 Edgewood Rd. Edit your beneficiary transamerica change form online. Log in to the editor with your credentials or click on. Business. Complete the Ownership Change form. Group Supplemental Health + Disability Insurance, Transamerica Structured Index Advantage Annuity, Florida Mental Health Coverage Parity Laws, Massachusetts Mental Health Coverage Grandfathered Major Medical Plans ONLY, Do Not Sell or Share My Personal Information. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies. . Z8.|qUI]EzBt:cSU=`{;1#y0=wjKAg-bY418_4G\rW\:ao8E4JhU3^Qk>qV6. aNPbg{h`}+ %PDF-1.7 % Be sure that every field has been filled in correctly. Otherwise, you'll have to complete, sign, and mail a paper form. Be sure that every field has been filled in correctly. Box 869097 Plano TX75086-9097 Claims fax: 866-586-6528 email: TEBclaimsscanning@transamerica.com Claims customer service: 800-251-7254 Employer's/Business Entity's Statement 1. XC1'k|{`vB SuA MZN`':|cEup\?[0hi&)\^|r"pz|W>@N]sI3lKM Add their spouse as a, the stages in their lives. Type text, add images, blackout confidential details, add comments, highlights and more. Get started now! hZ{s6*52-q\xnh 9Dvlk^ These guidelines, together with the editor will assist you through the complete process. application/pdf Forms, Real Estate xmp.id:b5bfa6f8-8968-cb4f-a9e3-105644a523a6 4. OtiO/ 2% thGYk adobe:docid:indd:9822153f-84c6-11dd-85bf-d3155f61b9c8 Working with this form has not been easier. You'll be asked to verify your identity which provides a one-time security validation passcode sent to your email address. e~%foaJjr\UNw4Wvy6py:G/wYt+,[6vqou;0"!6c{aL"z!{0>@HL`Faf%cvw;;M'!~)f#Z %Ai; ppZo_mb.Xd|o|. )sb*>)%5Fr2yEXreyPMLh xmp.iid:a1739fca-8904-964d-ad75-f2d306599a1a Transamerica Asset Allocation Variable Funds Form . xmp.did:f7fa0fe8-d5ca-6b41-8306-6d5926c729bb Give it a try now! With DocHub, making changes to your paperwork requires only some simple clicks. NAMCHG2017 FINAL.indd Create your signature and click Ok. Press Done. Save the resulting document to your gadget by clicking on. For assistance call Transamerica Fund Services, Inc. at 1-888-233-4339. Register Now Forgot User ID? Decide on what kind of signature to create. yfDbpWeZ3Mb ecO_. Start completing the fillable fields and carefully type in required information. Include the insured's name and policy/certificate number. Us, Delete Form. #1 Internet-trusted security seal. Create an account using your email or sign in via Google or Facebook. Customer login: Have you forgotten your policy owner, an Entity Certification Form or a copy of a Corporate Resolution must be on file with the Company or submitted with this Beneficiary Change Form. 03. Guarantees that a business meets BBB accreditation standards in the US and Canada. With US Legal Forms the process of creating legal documents is anxiety-free. Variable products and mutual funds are underwritten and distributed by Transamerica Capital, Inc., and/or distributed by Transamerica Investors Securities Corporation, each a broker-dealer and member of FINRA. Draw your signature or initials, place it in the corresponding field and save the changes. By using this site you agree to our use of cookies as described in our, transamerica annuity beneficiary change form, transamerica beneficiary change form bcfl2020, Sign up and log in to your account. Wait until Transamerica Beneficiary Change is ready. Select the area where you want to insert your signature and then draw it in the popup window. Highest customer reviews on one of the most highly-trusted product review platforms. A specific request to change the beneficiary designation is required. Forms, Real Estate Decedent's Name in Full 2. Please see i 01. default This site uses cookies to enhance site navigation and personalize your experience. Use this form to update the beneficiary information for your Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, SIMPLE IRA or 403(b) account. Access the most extensive library of templates available. Forms 10/10, Features Set 10/10, Ease of Use 10/10, Customer Service 10/10. '+%Pu6LzIJ\b tK#qE^Gpe(|/Vb25;?SEUX5#Ik%9#WB7 ^OF3p/JV4}g^ its terms cant be modified, amended, or terminated without the permission of the grantor's, company), the owner of the annuity, the annuitant (often the same person as the owner), and a, Transamerica Asset Allocation Variable Funds, can help provide answers to many estate planning questions. LLC, Internet 02. Add the PDF you want to work with using your camera or cloud storage by clicking on the. endstream endobj 19 0 obj <>/ProcSet[/PDF/Text]>>/Subtype/Form/Type/XObject>>stream Please read carefully for Additional Forms that may be required: From now on comfortably get through it from home or at your workplace right from your mobile or personal computer. Draw your signature, type it, upload its image, or use your mobile device as a signature pad. USLegal received the following as compared to 9 other form sites. 1Iq6o ui, I#JvN~[qy9FPx v(RD(u^[D @(/m3u1L}(nc"^@a6 $;I~m.;GqQGjdg>stream Securities offered through Transamerica Investors Securities Corporation, Harrison, NY. Space. Also, because of possible tax implications, you should consider making the beneficiary and ownership arrangements the same. & Estates, Corporate - DocHub v5.1.1 Released! Contact Us | Transamerica Identify Yourself Reason for Contact Contact Contact Us First, tell us who you are Hover over each link below to find out how to best identify yourself. You can name as many beneficiaries as you want, subject to procedures set in the policy. Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Transaction Form Administrative Office located at: 4333 Edgewood Road NE Cedar Rapids, Iowa 52499-0001 Signatures: _____ _____ Policy Owner Signature Date _____ _____ _____ Servicing Agent Signature Agent Number Date Change of Servicing Agent Authorization Form Individual Financial Professional Employer Third Party Administrator %PDF-1.3 % There's everything you'll need for submitting and maintaining business, searchable by keyword. Business. Copyright 2011 - 2023 Transamerica Corporation, 6400 C Street SW, Cedar Rapids, IA 52499 All Rights Reserved. Entity Certification Form or a copy of a Corporate Resolution must be on file with the Company or submitted with this Beneficiary Change Form. services, For Small USLegal has been awarded the TopTenREVIEWS Gold Award 9 years in a row as the most comprehensive and helpful online legal forms services on the market today. endstream endobj 62 0 obj <>stream Email Forms Form Name Description Form Number Same Sex Civil Union and Domestic Partnership Disclosure But, as everyone knows, life happens, and new protection options, Group Supplemental Health + Disability Insurance, Transamerica Structured Index Advantage Annuity, https://www.transamerica.com/knowledge-place/what-you-need-know-about-paying-caregivers, https://www.transamerica.com/knowledge-place/how-do-annuities-work, https://www.transamerica.com/sites/default/files/files/e070d/Transamerica%20Press%20Release%20-%20Higher%20Education%20Retirement.pdf, https://www.transamerica.com/insurance/individual-planning, https://www.transamerica.com/knowledge-place/tax-benefits-cash-value-life-insurance, https://www.transamerica.com/terms-of-use, https://www.transamerica.com/terms-use-advisors, https://www.transamerica.com/knowledge-place/financial-planning-key-life-events, https://www.transamerica.com/knowledge-place/how-perform-life-insurance-review. Just hit the button down below and enjoy the benefits of using our PDF editor with lots of functions in the toolbar. Edit your beneficiary transamerica change form online Type text, add images, blackout confidential details, add comments, highlights and more. Once named, an irrevocable beneficiary cannot be changed without his or her consent. Attorney, Terms of Signature with signature guarantee is required from the beneficiary. Return confirmation to Owner s Initial Owner s Name Address City State Zip General Agency/GA Code Fax to Check if new address update is needed* number above. After you have completed this section all that's left is to sign your name and date. Transamerica Beneficiary Form is a legal document that can be used to claim benefits. Adobe InDesign CC 2015 (Windows) Then click on the link that best describes you. Complete your beneficiary change directly with MetLife on their website. Get access to thousands of forms. Forgot Password? Install the signNow application on your iOS device. The form in the designated. Click the fillable fields and add the necessary data. Return Completed Form To: Transamerica Worksite Marketing Administrative Office P.O. A revocable beneficiary can be changed at any time. Section 5 - Beneficiary Designation: At a minimum verify the Name is completed. 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