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Get Lifesecure Beneficiary Change Form 2004-2025
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How to fill out the LifeSecure Beneficiary Change Form online
Filling out the LifeSecure Beneficiary Change Form online is a crucial step for users wishing to update their beneficiary designations. This guide provides clear and detailed instructions to assist you in completing the form accurately and efficiently.
Follow the steps to successfully complete the beneficiary change form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter your policy or contract number along with the insured or annuitant's full name to ensure proper identification of the policy.
- Provide your social security number where indicated to verify your identity.
- Fill in your details as the owner of the policy, including your full name and social security number.
- Designate primary beneficiaries by providing their full names, addresses, social security numbers, relationship to the insured, and dates of birth in the designated fields.
- If applicable, list contingent beneficiaries in the same manner as primary beneficiaries to ensure proper succession.
- If choosing a trust as a primary beneficiary, fill in the trust's name, tax identification number, and current trustee's name along with the date of trust agreement.
- Optionally select additional clauses if desired: a postponed clause or per stirpes distribution for deceased beneficiaries, by marking the appropriate box.
- Date the form and sign it as the policy owner. If the policy is owned by a company, ensure the signatures of two representatives are included.
- Have the signature witnessed by a responsible adult who is not related to the owner or beneficiary.
- Once completed, review all entered information for accuracy before saving changes, downloading, printing, or sharing the form as needed.
Complete your beneficiary change form online today to ensure your designations are current and accurate.
Yes, changing beneficiaries on a life insurance policy is not only possible but also essential for keeping your policy up to date. The LifeSecure Beneficiary Change Form allows you to specify your new beneficiaries clearly. This ensures that your insurance benefits go to the right persons according to your current intentions.
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