Get Contract Change Request - Liberty Mutual

This guide provides clear instructions on completing the Contract Change Request form for Liberty Mutual. Whether you are making updates to your insured annuitant information, ownership details, or other requests, this comprehensive resource will support you through each step.

Follow the steps to complete your online Contract Change Request.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin with the 'Insured/Annuitant Information' section. Fill in the first name, middle name, and last name. Include your street address, city, state, telephone number, date of birth, and Social Security or Tax ID number.
3. If the owner is different from the insured or annuitant, proceed to the 'Owner(s) Information' section. Complete the same fields for the owner(s) as required in the previous step.
4. For 'Joint Owner Information,' fill in any necessary details and check the box if a new address applies. Ensure you complete all related fields.
5. In the 'Change of Name Information' section, specify who is changing their name. Attach required legal evidence as noted in the instructions and provide the previous and new names.
6. Proceed to the 'New Owner/Payor Change Information.' Include details for the new owner and payor as necessary. Make sure to specify their relationship to the insured and fill out all required fields.
7. If you are requesting a 'Withdrawal' or 'Loan,' complete those sections by indicating whether the request is for a partial withdrawal, dividends, or a specific loan amount. Specify whether you want the net or gross amount.
8. Complete the 'Surrender/Right to Return' section if applicable. Indicate your choice regarding surrendering the contract or exercising the right to return provision.
9. Fill in the 'Tax Withholding Information' section by indicating whether you want federal income tax to be withheld from the proceeds.
10. Provide any additional requests or information as necessary in the 'Other Requests/Information' section.
11. Read the 'Authorization' paragraph carefully before signing. Ensure all parties required to sign are present, including any applicable spouses or domestic partners.
12. Finally, review the form for any missing information. You can then save changes, print, download, or share the form based on your needs.

Complete your Contract Change Request online efficiently and accurately.