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We asked the major financial insitutions for their beneficiary change and designation forms. Here is what they told us.
Regions customer service emailed the following:
"To add or change a beneficiary, a signature card must be signed by all account owners. The card must be returned to a Regions branch in person with a valid photo ID. To request a signature card, contact Regions at 1-800-REGIONS (1-800-734-4667)... or visit any local branch."
Please be sure to obtain a witness signature from an uninterested third party if you live in the state of Massachusetts, in addition to all other requested information.
Life insurance policies are serviced by a local Allstate agent or the Allstate Financial Service Center. For assistance with your request, please contact your local Allstate agent during their normal business hours or call the Allstate Financial Service Center at 1-800-366-1411.
"If you have a non-qualified mutual fund account and wish to add a beneficiary to the account, you will need to complete a Transfer on Death consent form. %br You can obtain the form at: www.prudentialfunds.com/pmfs296
To request the appropriate forms, use the Charles Schwab
You should include the type of account (i.e., IRA, Schwab One brokerage account) in your message.
When you've filled out the forms, you may send them to:
Charles Schwab & Co., Inc.
Orlando Operations Center
P.O. Box 628291
Orlando, FL 32862-8291
"You can enroll online or by completing a Transfer on Death Plan Form. To access the form, go to: http://personal.vanguard.com/us/literature/search?searchInput=BDBP
If you have additional questions, please call us at 888-285-4563."