Get Amendment Form - Cocolife

Filling out the AMENDMENT FORM - Cocolife online can be a straightforward process when you understand the components of the form. This guide provides step-by-step instructions to help you navigate through each section with ease.

Follow the steps to successfully complete the amendment form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the group policy number and group policy name in the designated fields, if applicable.
3. Fill in the certificate number or policy number of the insurance policy you wish to amend.
4. Enter the name of the insured individual, followed by the name of the payor or owner in the respective fields.
5. For items that need amendment, indicate 'To be amended to' followed by providing the necessary updates in the corresponding fields, such as age and date of birth, plan, sum insured, and other relevant information.
6. Add any changes to the mailing address, ensuring to include the zip code for accuracy.
7. If there are beneficiaries designated, provide their full names and indicate their birthdates, relationships, and share percentages in the specified sections. Use the reverse side for additional beneficiaries if needed.
8. Review any further changes required under the item 'Other Changes' and include those details as needed.
9. Once all sections are completed, ensure the form is signed by the insured, the payor or owner, and any irrevocable beneficiaries as applicable.
10. Finally, save your changes, download, print, or share the completed form as needed.

Complete your documents confidently and submit the AMENDMENT FORM - Cocolife online today!