Request for Change of Beneficiary of Annuity 2026

1. Click ‘Get Form’ to open the Request for Change of Beneficiary of Annuity in our editor.
2. Begin by entering the name and address of the insurance company at the top of the form. Ensure all details are accurate to avoid processing delays.
3. In the section regarding your annuity policy number, clearly write your policy number to identify which policy you are changing the beneficiary for.
4. Fill in the new beneficiary's name, date of birth, and relationship to you. This information is crucial for proper designation.
5. Review the statement regarding revocation of previous beneficiaries and ensure you understand that this change will override any prior designations.
6. Sign and date the form at the bottom. If required, have a notary public witness your signature for validation.
7. Finally, specify where you would like the updated policy sent after processing. Double-check all entries before submitting.

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