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- Click ‘Get Form’ to open the Allianz Beneficiary Change Form in the editor.
- In Section 1, enter your policy or contract number, your name, and contact information. If you are transferring ownership, indicate your citizenship status.
- Proceed to Section 2 to provide details about the new owner. Ensure you include their full name, Social Security number or EIN, and permanent address.
- In Section 3, designate beneficiaries by filling in their names and the percentage of benefits they will receive. Remember that total percentages must equal 100%.
- Complete the signature section at the end of the form. All required signatures must be provided for processing.
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