Get Athene Change Of Beneficiary Form

Completing the Athene Change Of Beneficiary Form online is a straightforward process that allows you to update the beneficiary information for your insurance policy. This guide will walk you through each section of the form with clear, step-by-step instructions to ensure accuracy and compliance.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the Athene Change Of Beneficiary Form and access it in your editor.
2. In the Contract Information section, enter the contract number, name of the insured or annuitant, name of the owner, and the name of the joint owner if applicable.
3. Proceed to the Owner Designation section. Here, provide the name of the new owner, their relationship to the current owner, date of birth, social security number, street address, city, state, zip code, and telephone number. If the mailing address differs, include that information as well.
4. If there is a new joint owner, fill in their details in the designated fields for relationship, street address, and mailing address. Repeat this for the new contingent owner, if applicable.
5. Move to the Beneficiary Designation section. Revoke any previous designations and enter the names, relationships, dates of birth, social security numbers, and percentages for each primary and contingent beneficiary. Ensure that the total percentages equal 100%.
6. In the Required Signatures section, gather the necessary signatures from existing owners, their spouse if applicable, and new owners or joint owners as required. Make sure each signature is dated.
7. After completing the form, save any changes. You may now download, print, or securely share the completed form.

Start filling out your Athene Change Of Beneficiary Form online today!