Get Change Of Beneficiary Form - Combined Insurance

Changing the beneficiary of your insurance policy is an important decision that requires careful attention to detail. This guide provides a comprehensive, step-by-step approach to filling out the CHANGE OF BENEFICIARY FORM - Combined Insurance online, ensuring clarity and ease throughout the process.

Follow the steps to successfully complete the beneficiary change form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Box A, enter your policy number clearly. This identifies the specific insurance policy for which you are changing the beneficiary.
3. In Box B, fill out the full name of the insured, including first, middle, and last names. Select the appropriate title (Mr, Mrs, Ms, Miss) to accompany the name.
4. If the owner of the policy is not the insured, provide the full name of the owner in the designated area, including the correct title.
5. Carefully read the provided paragraph regarding beneficiary provisions. This confirms your request to Combined Life Insurance Company to pay the Death Benefit according to the names you specify.
6. In Box C, enter the details for the first named beneficiary. Include their full name, address (street/PO box, city, state, zip), relationship to the insured, date of birth, primary phone number, and social security number.
7. If you wish to add a second named beneficiary, complete Box D. You must specify whether they are a contingent beneficiary or if all listed beneficiaries will share the Death Benefit equally.
8. At the bottom of the form, ensure the signature of the policy owner is completed along with the date. If required by state law, include the signature of the policy owner's spouse.
9. In Massachusetts, a witness signature from an unrelated adult should be provided to validate the request.
10. Review the completed form for accuracy, then save your changes. You can download, print, or share the completed form as needed.

Complete your CHANGE OF BENEFICIARY FORM online to ensure your wishes are properly documented and processed.