Get Change Of Beneficiary Form - Americo

Filling out the Change Of Beneficiary Form - Americo online is a straightforward process that allows you to update beneficiary information on your insurance policy effectively. This guide provides step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Enter your policy number in the designated field at the top of the form. This number is essential for identifying your insurance policy.
3. Fill in the insured person's name, followed by the policy owner's name. Ensure you list the full names as per the official documents.
4. Designate your primary beneficiaries by providing their names, relationships, and addresses. Make sure to print the full name of an individual or trust for clear identification.
5. Repeat the previous step for any additional primary beneficiaries. You may use the attached additional sheet if more space is required, ensuring it includes the necessary signatures.
6. Designate your contingent beneficiaries in a similar manner, ensuring their names, relationships, and addresses are accurately recorded.
7. Indicate the city and state where you are signing the form, along with the exact date of signing.
8. Sign the form in the designated areas for policy owner signatures. If applicable, ensure that additional policy owners also sign.
9. Seek a witness to sign the form. This witness must be an adult who is not the insured or the policy owner.
10. After completing the form, review all entries for accuracy. Once confirmed, save your changes if you are working digitally.
11. You may download, print, or share the form as needed before submitting it according to Americo's filing instructions.

Begin filling out your Change Of Beneficiary Form - Americo online today to ensure your preferences are accurately recorded.