Get Liberty Form

Filling out the Liberty Form is an important step when changing ownership of your insurance policy. This guide will walk you through each section of the form, ensuring you complete it accurately and efficiently for your needs.

Follow the steps to fill out the Liberty Form online:

1. Press the ‘Get Form’ button to obtain the Liberty Form and open it in your preferred editing tool.
2. In the 'Policy Information' section, accurately enter the policy number, name of the insured or annuitant, name of the current owner, and name of any joint owner if applicable.
3. Move to the 'Owner Designation' section. Assign all rights and privileges of the policy to the new owner and/or contingent owner listed below. You must provide the name and relationship of the new owner, their street address, city, and mailing address if different.
4. If there is a new joint owner, fill in their information in the specified fields, including relationship to the current owner and addresses, noting differences if applicable.
5. In the 'New Contingent Owner' section, if applicable, add the name, relationship, address, telephone number, date of birth, and social security number.
6. Proceed to the 'Required Signatures' section. Ensure that all required signatures are obtained from the existing owner, joint owner, new owner, and any relevant parties. Each signature must be complemented by the date of signing.
7. Once all sections are filled out and signed, save your changes to the document. You can then choose to download, print, or share the completed form as needed.

Complete your Liberty Form online today and ensure a smooth transition of ownership.