Ownership change form 2026

1. Click ‘Get Form’ to open the ownership change form in the editor.
2. Begin by filling in the 'Insured' section with the name of the individual covered by the policy, followed by the 'Policy Number' for easy reference.
3. In Section I, provide your Social Security Number (SSN) or Tax ID and Date of Birth as these are required fields. Then, indicate whether you wish to change the Policy Owner by filling in both the 'Current Owner Name' and 'New Owner Name', along with their SSN or Tax ID.
4. Complete the address details for the new owner, including City, State, and Zip Code. Ensure that a valid telephone number is also provided.
5. Specify the relationship of the new owner to the insured. If applicable, include information about business ownership and provide a website address.
6. Designate who will receive premium notices and fill in any additional contact information if necessary.
7. Finally, ensure all required signatures are obtained from both current and new policy owners. If applicable, include a spousal signature where required.

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