Change of Beneficiary Designation - Physicians Mutual 2025

1. Click ‘Get Form’ to open the Change of Beneficiary Designation in the editor.
2. Begin by entering your current policyowner information, including your name, contact details, and policy number. This section is crucial for identifying the correct policy.
3. Next, provide the new owner's information. Fill in their name, address, phone number, email address, date of birth, and relationship to the insured. Ensure accuracy as this will determine ownership rights.
4. If applicable, complete the contingent owner’s details similarly. This ensures that there is a backup owner designated.
5. Proceed to the Beneficiary Change Request section. Specify primary and contingent beneficiaries by providing their names, addresses, dates of birth, relationships to the insured, and percentage allocations.
6. Finally, gather all required signatures from original owners and new owners as indicated on the form. Ensure compliance with any state-specific requirements regarding beneficiary designations.

Start using our platform today for free to streamline your document editing and signing process!