Get Ownership Change Request Form - Americo Financial Life And ...

This guide provides a clear and comprehensive approach to filling out the Ownership Change Request Form for Americo Financial Life and Annuity Insurance Company online. Follow these step-by-step instructions to ensure smooth processing of your ownership change request.

Follow the steps to complete the Ownership Change Request Form successfully.

1. Press the ‘Get Form’ button to access the Ownership Change Request Form, opening it in your preferred editor.
2. Begin by filling out the company name at the top of the form. Ensure to use the full legal name of the company as it appears on the policy.
3. In the policy number field, enter the number associated with the policy you are requesting to change ownership of. This is critical for accurately identifying the policy.
4. Provide the name of the insured person in the designated field. This should match the information on the policy.
5. Next, fill in the current owner’s name at the specified section, ensuring accuracy.
6. For the new primary owner, enter their full name. If the new owner is a trust, include the name of the trust.
7. Enter the Social Security number or Trust ID number of the new primary owner. This step is essential for identification purposes.
8. Indicate the relationship of the new owner to the insured, or include the date of the trust if applicable.
9. Complete the address field for the new primary owner. Ensure that all details are correct to avoid any delays in processing.
10. The new owner must sign the form and also print their title or name if they are a trustee.
11. For contingent owners, repeat the process: enter their full name, Social Security number, address, and relationship to the insured.
12. The contingent owner must also sign the form, providing their signature in the designated area.
13. If automatic ownership transfer is desired, mark the specified option on the form.
14. Finally, the previous owner or assignor must sign the form, along with a signature from the spouse if required, and a disinterested witness must sign and print their name.
15. At the end of the process, review the form for accuracy, save your changes, and either download, print, or share the completed form as needed.

Complete your Ownership Change Request Form online now for a seamless experience.