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Change of beneficiary form

Change of Beneficiary 2025

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The document is a Change of Beneficiary Form used to officially designate new beneficiaries for an insurance policy. It includes sections for the policy owner's personal information, details about the insurance company and policy number, and spaces to list primary and contingent beneficiaries along with their relationships and birth dates. The form outlines general provisions regarding beneficiary rights, conditions under which they may not receive benefits, and states that the change takes effect immediately upon mailing. It also notes that acceptance of the form does not imply the policy is active.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Which beneficiary requires the consent of a change of beneficiary?

If youre the owner of a life insurance policy with a revocable beneficiary, you can change the beneficiary of your policy without consent from the current beneficiary. On the other hand, a policy with an irrevocable beneficiary requires the policyholder to get the current beneficiarys consent before making a change.

Which type of life insurance beneficiary requires his/her consent when a change of beneficiary?

Revocable and irrevocable beneficiaries Your policy will ask you to designate your beneficiaries as either revocable or irrevocable. If a beneficiary is irrevocable, then you cant change your mind without their consent the death benefit must go to that person if they are still alive.

Is it possible to change beneficiary?

Yes, as the policy holder you can add or remove beneficiaries whenever you want to. We suggest you review your list of beneficiaries annually to keep it up to date. Can I nominate a minor as a beneficiary? Yes, you can nominate a minor as your beneficiary.

Who has the right to change beneficiaries?

The policyowner can change the beneficiary. How would a contingent beneficiary receive the policy proceeds in an Accidental Death and Dismemberment (ADD) policy? If the primary beneficiary dies before the insured.

What is needed to change beneficiary?

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, youll have to complete, sign, and mail a paper form.

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