Change of Beneficiary Designation 2025

1. Click ‘Get Form’ to open the Change of Beneficiary Designation in our editor.
2. Begin by entering the Policyowner’s Name, Insured’s Name (if different), and Policy Number in the designated fields. Ensure accuracy as this information is crucial for processing your request.
3. Provide your Phone Number and Email Address for any follow-up communication regarding your designation changes.
4. In the Beneficiary Change Request section, list the Primary Beneficiary's full name, address, date of birth, relationship to you, and percentage allocation. Remember that the total allocation must equal 100%.
5. If applicable, fill out the Contingent Beneficiary details using the same format as above. This ensures that if no Primary Beneficiary is available, your wishes are still honored.
6. Review all entries for accuracy before signing. The Policyowner and Insured (if different) must sign and date the form at the bottom.

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