Get Colonial Life Change Of Beneficiary Form

Completing the Colonial Life Change Of Beneficiary Form is essential for ensuring that your designated beneficiaries receive their benefits according to your wishes. This guide provides step-by-step instructions to help you accurately fill out the form online.

Follow the steps to successfully complete the form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the named insured's details, including last name, first name, middle initial, and social security number. This information confirms the identity of the insured individual.
3. Provide the policy number(s) associated with the insured. This will ensure that the changes are applied to the correct policy.
4. Enter the policyowner’s name, including last name, first name, and middle initial, followed by their social security number.
5. Input the policyowner’s mailing address. Ensure that the street address, city, state, zip code, and email are clearly written, as this address will be used for correspondence.
6. Include the policyowner's phone number for any necessary follow-up or clarification.
7. Designate primary beneficiaries by providing their names, the percentage of proceeds they will receive, their relationship to the insured, date of birth, and social security number. Ensure that the total percentage equals 100%.
8. List contingent beneficiaries in the same manner as primary beneficiaries, ensuring that their total percentage also equals 100%.
9. If applicable, check the box for the grandchildren’s clause to provide for the legal children of a deceased child beneficiary.
10. Sign and date the form as the present policyowner. Ensure the witness signs the form and provides their own name and address. The witness cannot be the insured, designated beneficiaries, or the policyowner.
11. Once completed, save your changes, download the form, and print it if necessary. Ensure to follow the mailing or faxing instructions provided.

Complete your Colonial Life Change Of Beneficiary Form online today to ensure your wishes are honored.