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Submit life or final expense insurance claim peacefully 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin with Section A, filling in the Existing Policy Information. Ensure you provide the required details such as Policy Number, Insured Name, and Owner Name.
- Proceed to Section B for New Owner(s) information. Enter the New Owner’s Name, Address, SSN/ITIN or EIN, and contact details. If applicable, include Contingent Owners.
- In Section C, indicate any changes to beneficiary designations. Use the provided grid to list beneficiaries along with their details.
- Review Section D for Optional Clauses if needed. Check any clauses that apply to your situation.
- Complete Section E regarding Billing preferences. Choose your preferred method and frequency of payment.
- Finally, sign and date Sections F and G as required by both Current and New Owners.
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