Primerica Shareholder Services Beneficiary Change Form In Riverside
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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.
To submit the Beneficiary Change Form, you may fax it to 1-800-235-4782 or mail it to Transamerica's administrative office at 4333 Edgewood Rd. NE, Cedar Rapids, IA 52499. Ensure that all signatures are in place before submitting.
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.
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.
Fill out the beneficiary change form: Fill out the life insurance beneficiary change form with all the necessary details, including your policy number, the current beneficiary information, and the new beneficiary details.
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.
To add or update beneficiary information, log in to My Account. Adding and updating one or more beneficiaries to your account is easy to do and only takes a few minutes online. Before you get started, be sure to have the Social Security number, full name, birth date, and address of each beneficiary.
If you are a Federal employee, check with your agency's HR office to obtain the forms to update your designation of beneficiary for CSRS or FERS retirement, Federal Employee Group Life Insurance (FEGLI), and Thrift Savings Plan (TSP) (if you are a FERS employee).
