Primerica Shareholder Services Beneficiary Change Form In Hillsborough
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
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FAQ
You must use form POL-28-COM. Please indicate the account registration to include owner/joint owner(s) first name, middle initial and last name. Please include the owner's social security number and the Primerica Shareholder Services Account number for which the change of beneficiary will apply.
Complete the Request for Change of Beneficiary form by listing the full given name for each person being named. Indicate their address, social security number, date of birth, and relationship to the insured person.
Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, you'll have to complete, sign, and mail a paper form.
Most beneficiary designations can be changed by the account holder at any time during their lifetime. They may want to add a later-born child, remove deceased parents, or update designations following a divorce.
It's simple — to change a beneficiary, you just send the new person's details to your insurer. It's a good idea to have a few backups in mind at all times, as you never know when you might need to make a change.
How to add or change a beneficiary Speak to a banker and let them know the following. Provide the beneficiary's name, date of birth, address, phone number and SSN. A form will be created with this information and mailed to you. After you get the form, review it for accuracy.
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.
