Submit life or final expense insurance claim peacefully 2025

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. 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.
4. In Section C, indicate any changes to beneficiary designations. Use the provided grid to list beneficiaries along with their details.
5. Review Section D for Optional Clauses if needed. Check any clauses that apply to your situation.
6. Complete Section E regarding Billing preferences. Choose your preferred method and frequency of payment.
7. Finally, sign and date Sections F and G as required by both Current and New Owners.

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