Get Client Contract Update Request - Allianz Life Insurance Company Of ...

This guide will assist you in accurately completing the Client Contract Update Request form for Allianz Life Insurance Company. It provides detailed, step-by-step instructions to ensure you successfully submit your request online, making the process seamless and efficient.

Follow the steps to complete your Client Contract Update Request form accurately.

1. Press the ‘Get Form’ button to access the Client Contract Update Request form. This will open the document in an editing interface where you can fill out the required fields.
2. Begin by entering your contract number in the designated space provided at the top of the form.
3. Input your daytime telephone number in the specified format.
4. If you are requesting a legal name change, provide the prior name and new name along with the necessary legal documentation as attachments.
5. For annuitant changes, clearly fill in the prior annuitant's name and the new annuitant's information including their address, Social Security number, and relationship to the contract owner.
6. When changing beneficiaries, enter the primary beneficiaries' details including name, relationship, allocation percentage, date of birth, and address. Make sure the total allocation equals 100%.
7. If applicable, repeat the beneficiary details for contingent beneficiaries on any additional pages required.
8. For a change of address or telephone number, complete the new information diligently.
9. If you wish to set up telephone authorization, check the relevant box and familiarize yourself with the implications of providing electronic authorization.
10. Finally, sign and date the form, providing all required signatures for yourself and any joint owners. Ensure the Social Security numbers of all relevant parties are included.
11. Once all sections are complete, you may save your changes, download the filled form, print it, or share it as necessary.

Complete your Client Contract Update Request online today to ensure your information is up to date.