Primerica Shareholder Services Beneficiary Change Form In Montgomery
Description
Form popularity
FAQ
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.
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.
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.
If you invest in life insurance, it's your job to name beneficiaries that may receive the death benefit upon your passing. By updating your beneficiaries as needed, following your insurer's procedures for making changes, and discussing changes with your loved ones, you can avoid costly and time-consuming disputes.
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.
Change a beneficiary 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.
Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write “children” on one of the lines; instead write the full names of each of your children on separate lines.
By Phone. To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445. International callers outside the United States may call 770-381-1000.
Navigate to the 'Fund Transfer' section, where you will typically find the option to add a new beneficiary. Select 'Add Payee' and choose the type of their account (it can be own bank or other banks). Fill in the beneficiary's name, account number, bank name and IFSC accurately, and then click on 'Add' and 'Confirm'.
