Get Change Of Ownership Form - Sentinel Security Life Insurance

Filling out the Change Of Ownership Form for Sentinel Security Life Insurance is a straightforward process that ensures a smooth transition of ownership for your insurance contract. This guide will provide you with clear, step-by-step instructions for completing the form online.

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

1. Click ‘Get Form’ button to access the Change Of Ownership Form and open it in your preferred editor.
2. In the section titled 'Contract Number', enter the relevant contract number for the insurance policy that is being transferred.
3. Under 'Contract Owner', authorize the transfer of rights by providing your full name in the specified field.
4. In the 'New Owner' section, fill out the new owner's name, date of birth or date of trust, mailing address, city, state, and zip code.
5. Provide the new owner's Social Security or Taxpayer ID number, telephone number, and, if available, the email address.
6. Acknowledge that this transfer revokes all previous designations by confirming your understanding of the terms outlined in the form.
7. If a trust is the new owner, include any required documentation showing the trust name, trustee, successor trustee, and the Tax Identification Number of the trust.
8. Sign and date the form, ensuring to include your Social Security or Taxpayer ID number and telephone number.
9. If applicable, obtain signatures from any joint transferring owner, spouse, and a witness whose signature must also be included.
10. Finally, review all entries for accuracy, then save changes, download, print, or share the completed form as needed.

Complete your documents online with confidence and ensure proper ownership transfer today.