Get Pacific Life Change Of Beneficiary Form

Filling out the Pacific Life Change Of Beneficiary Form online can seem overwhelming, but with clear instructions, it can be a straightforward process. This guide will help you navigate each section of the form effectively.

Follow the steps to fill out the form with ease.

1. Press the ‘Get Form’ button to obtain the form and access it in your preferred online environment.
2. Begin by entering the primary insured’s information, including their first name, middle initial, last name, and policy number(s). Make sure all details are accurate and complete.
3. In the ownership change section, fill in the new owner’s full name and address. If there are multiple owners, ensure that each is clearly marked as joint tenants unless specified otherwise.
4. Include the new owner’s date of birth and relationship to the insured. If applicable, designate a contingent owner by providing their name and address.
5. Provide the new owner’s Social Security or Taxpayer Identification number. Select the appropriate option regarding backup withholding and provide necessary explanations if required.
6. In the name change section, enter the old name and the new name if applicable, along with the reason for the change. Indicate whether the name change applies to the owner, insured, beneficiary, payor, or another covered person.
7. For the beneficiary change, indicate that all previous beneficiary designations are revoked. Provide the primary beneficiary’s full name, address, and Social Security or Taxpayer ID number.
8. If applicable, designate a contingent beneficiary with their information and relationship to the insured. Remember to mention if an irrevocable beneficiary is being designated.
9. Each signatory must attest that bankruptcy or insolvency proceedings have not been commenced against them. Collect signatures from the current and new policy owners as necessary.
10. After completing the form, save changes, and you may then download, print, or share the document as needed. Ensure it is sent to the appropriate address for processing.

Start completing your Pacific Life Change Of Beneficiary Form online today for a seamless experience.