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Tag Archive: changing beneficiary directions

How Do I Change My Beneficiary?

John CasaSanta

Question: My wife died a few months ago,  how do I change my beneficiary?  – Dave A. in Matthews, NC Answer: Changing a beneficiary is a very easy process.  The majority of the time you can go on to your insurance company’s website and download a change of beneficiary form. Complete the form, indicate the new beneficiary and submit it to the company along with a certified copy of the death certificate.  This process should be used for any life insurance, 401K or annuity.  In...

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