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Beneficiary Forms


Bank of America

Customer service told us: "Visit any local Banking Center and ask an Associate for the right form. There is not a way to complete the form online."


JP Morgan Chase

    To get the beneficiary form, call 1-866-265-1727. You will need the following information:
  • Name on the account
  • Your account number
  • Your Social Security number


Paypal customer service told us that account holders cannot assign beneficiary. Your executor would have to notify PayPal and provide documentation.

You can find out the process here.


Capital One

Account Owner and Benefit Change Form

To contact the Customer Relations department, you can call 1-800-655-2265.


State Farm Mutual Funds



To receive either a Transfer on Death or Beneficiary Change Form, you must either go to your local branch and pick the forms up, or sign into your account and contact them via their secure website.


Fifth Third Bank

You must request forms through the secure Message Center on the account, or call 1-800-972-3030 for more assistance.



To request forms, use the BankMail link located in the navigation menu while you are logged into your Personal Internet Banking service.



    For other forms, you will need to call customer service
  • Fixed Annuities: 1-800-369-5303
  • Variable Annuities: 1-800-366-0066
  • Mutual Fund IRA: 1-888-854-595


IRA Beneficiary Change Form

For other forms, contact KeyBank through your online banking account, or if you do not have access to that account call 1-800-539-2968 for more assistance."



To request forms, email You can also call customer service at 1-888-762-2265 or their bank operator 1-877-762-2000.



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."


Liberty Mutual

Email with your request for a beneficiary change form, and they will respond within 24-48 hours.

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.


AXA Equitable

    If you call customer service (1-800-777-6510), be prepared with the following information:
  • the policy/account number
  • insured’s date of birth
  • the owner's taxpayer identification number
  • the issuing company name
  • policy type (e.g., group annuity/pension, group life, MONY, Equitable of Washington, etc.)

Colonial Penn

List of forms



List of forms



If none of these meet your needs, please see the full list of MetLife Forms.


Mutual of Omaha

Look up forms by state

You can also call Mutual of Omaha at 1-800-228-7104 and they will have the form mailed to you.



Contact AIG to request for the appropriate forms.

    Please be prepared with the following information:
  • Your name, as it appears on the policy
  • The type of policy (e.g., auto, home, life)
  • Your policy number
  • Country where the policy was originally purchased


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.



To request the forms, visit the GEICO contact page. They will require your policy number.



"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:

If you have an Individual Retirement Account and wish to add a beneficiary, you will need to complete our Beneficiary Change Form. You can obtain the form at:

Should you need immediate assistance or have further questions concerning your life insurance, please contact the Life Insurance Service Center directly at 1-800-778-2255.  Their hours of operation are Monday through Friday 8:00am to 8:00 Eastern time."

Charles Schwab

To request the appropriate forms, use the Charles Schwab contact page. 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:

    You also can designate or update your beneficiaries online (if you are registered) by following these steps:
  • Log on to your account at
  • From the My Accounts dropdown, select "Account maintenance."
  • Under "Personal profile," choose "Beneficiaries."
  • Select "Add beneficiaries to a nonretirement account," located on the right side of the page, and follow the instructions.

If you have additional questions, please call us at 888-285-4563."

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