Submit life or final expense insurance claim peacefully 2026

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The document outlines the process for changing ownership of a life insurance policy issued by American General Life Insurance Company and The United States Life Insurance Company. It includes sections for existing policy information, new owner details, beneficiary designations, optional clauses, billing methods, and required signatures. The form emphasizes the responsibilities of the current and new owners, tax certification requirements, and conditions under which ownership changes are effective.

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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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