Form change beneficiary request 2026

1. Click ‘Get Form’ to open the Change of Beneficiary Request Form in the editor.
2. Begin by filling in your Policy/Contract Information. Clearly print your policy number, owner's name, email address, mailing address, and phone number in the designated fields.
3. Designate your beneficiaries. Choose whether each beneficiary is Primary or Contingent and specify the percentage of proceeds for each. Ensure that the total percentages equal 100% for both primary and contingent beneficiaries.
4. Provide optional designations if applicable, including full names, addresses, dates of birth or trust dates, relationships, and SSNs or Tax IDs where necessary.
5. Once all sections are completed, sign and date the form. If there are multiple owners or an irrevocable beneficiary, ensure all required signatures are obtained.
6. Return the completed form via mail or fax as indicated on the document. A confirmation will be sent upon approval.

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