Get Trustmark Insurance Beneficiary Change Form

Filling out the Trustmark Insurance Beneficiary Change Form online is an important step to ensure that your policy beneficiaries are correctly designated. This guide will provide clear, step-by-step instructions to assist you in completing the form with confidence.

Follow the steps to successfully complete the Trustmark Insurance Beneficiary Change Form online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. In the Insured’s Name field, enter the full name of the person whose insurance policy you are updating.
3. In the Policy Number(s) section, include all relevant policy numbers associated with the insurance.
4. In the Owner of Policy section, provide the name of the person or entity that owns the policy.
5. Review the statement about revoking prior beneficiary designations and confirm your understanding.
6. In the primary or contingent beneficiary section, indicate whether the beneficiary will be primary or contingent by selecting 'P' for primary or 'C' for contingent.
7. Enter the name of the beneficiary (this can include trusts or entities) in the designated field.
8. Specify the percentage or amount the beneficiary will receive from the policy.
9. Fill in the date of birth for each named beneficiary.
10. State the relationship of each beneficiary to the insured to clarify their connections.
11. In the Beneficiary’s Address section, provide the complete address for each beneficiary, including city, state, and zip code.
12. The owner of the policy must sign the form in the designated area, indicating their consent.
13. Date the form where indicated to validate when the changes were made.
14. A witness must also sign and print their name, affirming the accuracy of the form.
15. Once all sections are complete, save your changes and download, print, or share the filled-out form as needed.

Complete your Trustmark Insurance Beneficiary Change Form online today for peace of mind.