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Completing the Owner Change Request form is a key step in updating your insurance ownership information. This guide provides clear, step-by-step instructions to help you navigate and accurately fill out the form online.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Fill in the insured's name and policy number at the top of the form. This information is essential to identify the policy being changed.
3. Enter the owner's tax ID, daytime phone number, and relationship to the insured. These details help establish the ownership and provide a point of contact.
4. For the owner change section, print the full name of the new owner and their relationship to the insured. Make sure to provide accurate information to avoid processing delays.
5. Complete the mailing address, city, state, zip code, SS number/tax ID number, and date of birth or date of trust for both the current owner and the contingent owner. These fields ensure accurate record keeping.
6. If applicable, fill in the trustee's name and contact information. This only applies if the owner is part of a trust.
7. In the signature section, all current owners, joint owners, or assignees must sign and date the form. Review the signature requirements carefully to ensure compliance.
8. If the owner resides in a Community Property State, include the spouse's signature and date.
9. Finally, review all information for accuracy, save your changes, and prepare to download, print, or share the completed form as necessary.

Start filling out your Owner Change Request form online today for a quick and efficient update.