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Get Change Form
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How to fill out the Change Form online
This guide provides users with a clear step-by-step approach to completing the Change Form online. Whether you need to change your name, update your beneficiary, or modify your address, this guide will ensure you fill out the form accurately and efficiently.
Follow the steps to fill out the Change Form online
- Click the ‘Get Form’ button to access the Change Form and open it in your preferred editor.
- Begin by filling in the general information section, including your group policy number, plan sponsor/employer, member number, customer number, and your current last and first names as listed in the records.
- If you are changing your name or adding a spouse, enter your new last name, first name, and middle initial. If applicable, include your spouse's last name and first name.
- For beneficiary changes, provide the name of the new beneficiary and their relationship to you. If naming more than one beneficiary, attach a separate signed page detailing their names and relationships, and include a trustee for any minor beneficiaries.
- Update your mailing address by providing the new address, including the street number, apartment number (if applicable), city, province, postal code, and a contact telephone number.
- In the 'Other changes' section, specify any further modifications that need to be made.
- Ensure you sign and date the form. If a Plan Administrator's signature is required for name changes, include that before submission.
- Once you have filled out the entire form, you can save your changes, download the form for your records, print a copy for mailing, or share it as needed.
Complete your Change Form online today to ensure that your information is accurate and up to date.
Some common synonyms of transform are convert, metamorphose, transfigure, transmogrify, and transmute. While all these words mean "to change a thing into a different thing," transform implies a major change in form, nature, or function.
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