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Get How To Change Bennificiary At Liberty Lofe Insurance Form
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How to fill out the How To Change Beneficiary At Liberty Life Insurance Form online
Changing the beneficiary on your Liberty Life Insurance policy is an important step to ensure your loved ones are protected according to your wishes. This guide will provide clear, step-by-step instructions to help you complete the Beneficiary Change Request form online with ease.
Follow the steps to successfully complete the beneficiary change request.
- Click ‘Get Form’ button to access the Beneficiary Change Request form and open it in your preferred editor.
- In the first section titled ‘Insured/Annuitant Information,’ fill out your full name, street address (including mailing address if different), city, state, telephone number, birth date, and Social Security or Tax ID number.
- If the owner of the policy is different from the insured or annuitant, provide their information in the ‘Owner(s) Information’ section. Again, include their full name, address, and contact information.
- In the ‘Beneficiary Change Instructions’ section, clearly list the full names, relationships to you, percentages (which must total 100%), and addresses of both primary and contingent beneficiaries. Remember that the primary beneficiaries must be noted even if they are not changing.
- Proceed to fill out the ‘Primary Beneficiary Designation Information’ section. For each beneficiary, provide their name, relationship to the insured, birth date, percentage of the benefit, and address.
- Next, complete the ‘Contingent Beneficiary Designation Information’ section in a similar manner, entering the relevant information for backup beneficiaries.
- Fill out any other requests or information as required in the subsequent section.
- In the ‘Authorization’ section, make sure to read the statements. You will need to sign and print your name along with the date to confirm the request.
- If applicable, other parties, such as a spouse or domestic partner, must also sign in the designated area, and if there is an irrevocable beneficiary, they need to sign as well.
- Finally, review all sections for accuracy, then save your changes, download, print, or share the completed form as needed.
Start completing your beneficiary change request online today.
You can change the beneficiary on a life insurance policy as often as you wish, provided you follow the insurer's procedures. Typically, insurance companies allow for changes in beneficiary designation through specific forms or requests. To understand how to change beneficiary at Liberty Life Insurance form accurately, review your policy details and applicable state laws.
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