Get Change Of Beneficiary Form

Filling out the Change Of Beneficiary Form is an important step in managing your life insurance policy. This guide will help you through the process of completing the form online, ensuring that you designate your beneficiaries accurately.

Follow the steps to fill out the Change Of Beneficiary Form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing the details of the Insured in Section 1. Input the first name, middle name, last name, date of birth, and social security number. Additionally, include the street address, city, state, ZIP code, and phone number.
3. In Section 2, designate your Primary Beneficiary. You can select from five available options, including Individual Beneficiaries and various types of Trusts. Ensure you fill out all required fields, including names, relationship to the Insured, and percentage of proceeds.
4. If you selected the Individual Beneficiary option, make sure to complete the information for each individual, including citizenship and contact details. If you are including future children as beneficiaries, check the corresponding box.
5. Proceed to Section 3 to designate your Contingent Beneficiary if applicable. Similar to Section 2, choose one of the five options and fill in all necessary information.
6. In Section 4, consider any optional beneficiary provisions and indicate your preferences regarding payment to children and custodianship for minor beneficiaries.
7. Complete Section 5 by reading through the general provisions regarding beneficiary designation and ensuring your understanding of revocability and beneficiary rights.
8. Finally, review Section 6 for the Certification & Signatures. Each Policy Owner must sign the form. Ensure that all required signatures are complete and include any witnessing if necessary.
9. After filling out all sections, save your changes. You can download, print, or share the filled form as needed to complete your submission process.

Complete your Change Of Beneficiary Form online today for effective management of your life insurance policy.