Get Request For Policy Change - Bsnflifeorgb

This guide provides comprehensive, step-by-step instructions for completing the Request For Policy Change - Bsnflifeorgb online. By following these instructions, users can easily navigate each section of the form and ensure all necessary information is provided.

Follow the steps to successfully complete your form

1. Click the ‘Get Form’ button to access the Request For Policy Change - Bsnflifeorgb. This will open the form in an online editor where you can begin filling it out.
2. Indicate the type of request by checking the appropriate box, either for a Life Contract or an Annuity Contract. This information is crucial for processing your request correctly.
3. Fill out your personal information as the Insured or Annuitant. Provide your full name, policy numbers, and lodge number in the designated fields.
4. If changing contact information, enter your updated first name, middle initial, last name, phone number, street address, city, state, and zip code in the provided fields.
5. Include your Social Security number and date of birth. Ensure that all information is accurate to avoid delays in processing.
6. If you need to change the Insured’s name, write the old name and the new name. Remember to attach any required documents confirming the name change.
7. To change the beneficiary, fill in the details for the new beneficiary, including their full name, date of birth, Social Security number, and percentage of benefit share.
8. If additional beneficiaries are needed, attach an extra sheet to the form with their details in the same format as the primary beneficiaries.
9. For ownership transfers, enter the new owner's details, including full name, date of birth, and Social Security number. Note that this transfer is subject to any existing policy loans.
10. Use the Miscellaneous section to provide any additional information or requests related to your application.
11. Finally, sign and date the form at the end, ensuring all signatures are completed correctly. A witness signature may also be required.
12. Once you have filled out the form completely, you can save changes, download, print, or share the form as needed.

Begin filling out your Request For Policy Change - Bsnflifeorgb online today to ensure your policy reflects your current preferences.