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Filling out the Aurora National Life request for change of policy record form is a crucial step in managing your insurance policy. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and effectively.

Follow the steps to complete your policy change request.

1. Press the ‘Get Form’ button to access the online version of the Aurora National Life request for change of policy record form.
2. Begin by entering the name of the insured and the policy number in the designated fields. Ensure that you use correct spelling and provide accurate information.
3. Populate the name of the policy owner(s) along with their social security or tax identification number. This is crucial for verifying ownership details.
4. If you are changing the beneficiary, list the primary beneficiary's details, including their name, social security or tax ID number, date of birth, their relationship to the insured, and the percentage of proceeds they will receive.
5. Fill out the contingent beneficiary information in the same manner as the primary beneficiary, ensuring all details are accurate.
6. If applicable, indicate any changes in policy ownership by providing the full legal name of the new policy owner, their relationship to the insured, and their tax ID or social security number.
7. Complete the address section for the new policy owner, making sure to include the street address, city, state, and ZIP code.
8. If there are any changes to the name of the policy owner, insured, or assignee, provide the reason for this change and enter the old name as well as the new name.
9. For any address changes related to policy correspondence, fill out the desired mailing address information clearly.
10. Select your premium default or nonforfeiture option and understand that coverage under the policy may be affected based on your selection.
11. Finally, review your entries, sign and date the form, and ensure any required signatures from beneficiaries or assignees are included before submission.
12. Once completed, save your changes if prompted, then download, print, or share the completed form as needed.

Complete your request for change of policy record online today!