Get Western Reserve Ps00116 2010-2026

The Western Reserve PS00116 form is used for requesting a change of beneficiary. Completing this form accurately is essential to ensure your wishes are formally documented and adhered to. This guide will walk you through each section of the form, providing clear instructions for users of all experience levels.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the form and open it in the online editor.
2. In the 'Policy Number' field, enter the number associated with your policy. This information is crucial for identifying your account.
3. Enter the owner’s name in the 'Owner' section. Be sure to provide full legal names for accuracy.
4. If applicable, fill in the 'Joint Owner' field with the name of any additional individual sharing ownership of the policy. This section is optional.
5. Proceed to 'Primary Beneficiaries' (Section A). Fill in each beneficiary’s name, date of birth or trust date, relationship to the insured, and address. Ensure you complete the percentage allocation, keeping in mind that the total must equal 100%.
6. Next, advance to 'Contingent Beneficiaries' (Section B). Repeat the process for naming your contingent beneficiaries, ensuring all sections are filled out even if there are no changes.
7. Review your entries for accuracy. Each section must be filled out clearly and legibly. You must avoid using decimals or fractions when entering percentage shares.
8. In the signature area, the owner must sign and date the form. If there’s a joint owner, their signature is also required. If there’s an irrevocable beneficiary, their signature should be included as well.
9. Once all necessary fields are completed and signatures obtained, you can save your changes, download the form, print it, or choose to share it as needed.

Complete your beneficiary change request online today!