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Companion Change of Beneficiary Form

Companion Change of Beneficiary Form 2026

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The document is a 'Change of Beneficiary' form for an insurance policy, allowing the insured to designate or change primary and contingent beneficiaries. It outlines the process for submitting beneficiary changes, including necessary signatures and instructions for multiple beneficiaries. The changes take effect upon receipt by the insurer, regardless of the insured's status at that time.

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Click ‘Get Form’ to open the Companion Change of Beneficiary Form in the editor.
Begin by entering the Policy Number at the top of the form. This is essential for identifying your specific policy.
Fill in the Name of Insured and Association’s Name in their respective fields to ensure accurate identification.
In the Primary Beneficiary section, list the names, addresses, relationships, and Social Security Numbers of your chosen beneficiaries. Remember to indicate percentages for each beneficiary.
For Contingent Beneficiaries, repeat the process as outlined in step 4. These individuals will receive benefits only if no primary beneficiary survives.
Sign and date the form at the bottom. Ensure a witness signs as well; this person cannot be a designated beneficiary.

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