Get American Heritage Life Insownership Change Rules Form

Filling out the American Heritage Life Insownership Change Rules Form online can seem daunting, but with the right guidance, you can navigate it smoothly. This comprehensive guide will take you through each step, making the process clear and straightforward for all users.

Follow the steps to complete the ownership change form effectively.

1. Click ‘Get Form’ button to obtain the American Heritage Life Insownership Change Rules Form and open it in your web browser.
2. Fill in the Policy Owner’s Name, Insured’s Name (if different), and the Policy Owner Mailing Address. If you have moved recently, check the box for ‘New Address’.
3. Provide your contact information, including Home Phone Number, Alternate Phone Number, Preferred Contact Number, and Email address.
4. Indicate any name changes or ownership transfers. If changing a name, specify from ‘Old Name’ to ‘New Name’ and select the reason for the change.
5. If applicable, enter the New Owner’s information, including their full name, relationship to the primary insured, address, date of birth, social security number, contact phone number, and email.
6. If the change of ownership is due to the death of the current owner, check the relevant box and consider requesting written confirmation of cash value or death benefit.
7. Sign the form as the policy owner and, if necessary, add a joint owner’s signature. Date the form accordingly.
8. Ensure all sections are completed accurately before submission. Save changes and download or print a copy of the form for your records.

Complete your American Heritage Life Insownership Change Rules Form online today.