Get Aig Aglc0013 2020-2025

The AIG AGLC0013 form is essential for processing a change of ownership for life insurance policies. This guide provides clear, step-by-step instructions to help you complete the form online with confidence.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section A, provide the existing policy information, including the policy number, insured name, SSN/ITIN or EIN, owner name, and their corresponding identification number. Make sure to fill out all required fields accurately.
3. If applicable, include information for any co-owners, listing their names, addresses, phone numbers, and email addresses, along with SSN/ITIN or EIN.
4. Proceed to Section B where you will enter details for the new owner. Include their full name, address, phone numbers, email, date of birth (DOB), and SSN/ITIN or EIN. Indicate whether they are a primary or contingent owner.
5. In Section C, confirm whether there are changes to beneficiary designations. If so, fill in the relevant details in the provided grid, including names, addresses, SSNs, relationships, and percentage shares.
6. Complete Section D by selecting any optional clauses applicable to your situation, such as postponement clause or minor beneficiary clause.
7. For billing preferences, fill out Section E by selecting the method and frequency of payment. Failing to complete this section will result in the current method remaining unchanged.
8. Sign and date the form in Sections F and G, ensuring that the current and new owners provide their signatures and dates where indicated.
9. If applicable, fill out Section H if the policy is to be collaterally assigned, ensuring all necessary signatures are obtained.
10. Finally, review the completed form for accuracy, save the changes, and download a copy for your records. You can also print or share the completed document as needed.

Complete your AIG AGLC0013 form online today for efficient processing.