Get New Ownership Form-7-24-13 Final .docx

This guide will help you navigate the process of filling out the New Ownership Form-7-24-13 Final .docx online. The form is essential for managing ownership changes and ensuring that all required information is accurately submitted.

Follow the steps to successfully complete the form online.

1. Click the ‘Get Form’ button to access the document and open it in your preferred online editor.
2. Begin by filling in the policy number, if applicable, for existing policies. This ensures that your submission is linked to the correct policy.
3. Indicate the scheduled amount you wish to set for recurring payments. This can be adjusted based on your financial needs.
4. Under 'Initial Payment', specify if you are attaching a check by checking the relevant box or opt for automatic withdrawal from your bank account. Each option has different implications for how payments will be processed.
5. Complete the section for future recurring payments. Specify whether you wish to withdraw on the policy’s effective date or choose a different day of the month for your withdrawals.
6. Choose the frequency of your payments by selecting from the available options: monthly, quarterly, semi-annual, or annual. Ensure that your choice matches your financial planning.
7. If you have selected bank changes or other alterations, fill out the account information accurately. This includes attaching a voided check or providing the bank details required.
8. Review the authorization section carefully. This provides consent for future withdrawals related to premium payments and any other charges associated with your policy.
9. Sign and date where indicated to authorize the form. If you are not the authorized account holder, ensure that the policy owner also signs the form.
10. Once you have completed all sections of the form, save your changes, then download, print, or share the form as necessary.

Complete your document management tasks seamlessly by filling out your forms online today.