Get Life Insurance Name Change Form

Completing the Life Insurance Name Change Form online is a straightforward process that ensures your insurance records are accurate and up to date. This guide will provide you with step-by-step instructions to help you efficiently navigate through the form.

Follow the steps to complete your form accurately.

1. Click ‘Get Form’ button to obtain the document and open it in your preferred editor.
2. Fill out the company name at the top of the form under 'Name of Company.' This identifies the insurance provider handling your policy.
3. Enter your policy number in the designated field. This number is crucial for linking your request to the correct policy.
4. Complete the employee's name section by providing your last name, first name, and middle initial. Use clear and legible characters.
5. Input your division number, which helps categorize your insurance under the proper department or unit.
6. Provide your Social Security number in the appropriate field to verify your identity. Ensure accuracy in this section.
7. If your name has changed, fill out the fields under 'Change Employee’s Name.' Specify your old name and your new name, and include the effective date of the name change.
8. If there are changes in employee coverage, check the appropriate boxes under 'Employee Coverage.' You can choose to discontinue or add coverages as needed.
9. For dependent coverage adjustments, locate the section under 'Dependent Coverage.' Indicate whether you wish to decline, remove, or add dependents and provide the necessary details, including names, relationships, and dates of birth.
10. To change beneficiaries, complete the relevant fields including the beneficiary's name, address, relation, and the effective date of the change.
11. Sign and date the form to confirm all changes made. This signature finalizes your request.
12. Once all the fields are completed, make sure to save the changes. You can then download, print, or share the filled-out form as necessary.

Complete your Life Insurance Name Change Form online today to ensure your information is up to date.