Get Request For Policy Change Form - Philam Life

Filling out the Request For Policy Change Form is an essential step for users wishing to make updates to their Philam Life policy. This guide provides a structured approach to help you navigate the form efficiently.

Follow the steps to accurately complete your Request For Policy Change Form.

1. Click the ‘Get Form’ button to download and open the Request For Policy Change Form in your preferred document editor.
2. Begin by providing the insured's name clearly in the designated space. Ensure correct spelling for accurate processing.
3. Fill in the mailing address, telephone number, and mobile number of the insured to maintain contact easily.
4. In the 'Request' section, select the type of change by checking the appropriate box. If you are changing the name or date of birth, be sure to attach necessary legal documents.
5. Enter the policy number and the agent's name to link your request to the correct policy.
6. In the 'Particulars' section, input the new name and if applicable, former name. Specify the reason for the change by ticking the relevant option and providing necessary details.
7. Indicate the date of birth and select the sex of the insured by checking the relevant box.
8. If applicable, indicate the desired mode of payment by checking the corresponding option.
9. For changes to beneficiary designations, list the name, age, and relationship of the new beneficiary. Carefully consider the implications of revocable vs irrevocable designations.
10. Fill in any changes related to the policy’s options like reducing premium, changing dividend options, or modifying the plan or riders.
11. If reinstating or changing medical or occupational ratings, provide the necessary details regarding occupation and other related information.
12. Sign the form in the designated areas, ensuring both the insured and any relevant parties have signed.
13. After completing the form, save your changes, and you may choose to download, print, or share the completed document as needed.

Start filling out your Request For Policy Change Form online today to ensure your policy details are current!