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Primerica life insurance change of beneficiary form

Primerica beneficiary change form 2026

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4.8 out of 5

51 votes

The document is a Multi-Purpose Change Form for Universal Guaranty Life Insurance and associated companies, allowing policyholders to request changes such as address updates, name changes due to marriage, ownership transfers, contingent owner designations, premium payment modes, dividend options, face amount adjustments, and rider removals. It requires the insured's and owner's information along with signatures for validation.

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Click ‘Get Form’ to open the primerica beneficiary change form in the editor.
Begin by entering the Name of Insured and Policy Number at the top of the form. This information is crucial for identifying the policy.
If you need to change your address, fill in the new address details under 'CHANGE ADDRESS INFORMATION'. Ensure all fields are completed accurately.
For name changes, provide your previous name and new name. If applicable, attach a copy of the Court Order for non-marriage related changes.
To change ownership, specify the new owner's name and relationship to the insured. The new owner must sign and provide their contact information.
Designate a contingent owner by filling in their details, including Social Security Number and address.
Complete sections regarding premium mode, dividend options, and any desired changes to face amounts or riders as necessary.
Finally, ensure all signatures are provided where required, including any necessary witness or notary signatures before submitting your form.

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Versions	Form popularity	Fillable & printable
2016	4.8 Satisfied (51 Votes)
2013	4.1 Satisfied (45 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I change my beneficiary on Primerica?

You must use form POL-28-COM. Please indicate the account registration to include owner/joint owner(s) first name, middle initial and last name. Please include the owners social security number and the Primerica Shareholder Services Account number for which the change of beneficiary will apply.

Can I get my money back from Primerica?

Refunds. If you signed up for Full-Service POL as part of a $99 fee ($103.95 in Canada) Independent Business Application (IBA), in the first 30 days after the date your Rep ID was issued you may apply for a refund of the first monthly POL fee paid.

How do I get my money out of Primerica?

How to Redeem from My Account Sign on to Primerica Shareholder Services (see link below). If you have multiple accounts, click on the desired account number from your Account List; if you have a single registration skip to the next step. Click on the Redeem link on the left of the Account Holdings screen.

How to fill out a beneficiary form?

Primerica will pay 40% of your death benefit or $250,000, whatever is less. You can get the lesser of $400,000 or 70% of your death benefit in advance of your death if you also have a waiver of premium rider.

Is Primerica a trustworthy company?

Yes, Primerica is a legitimate company. It is a publicly traded company regulated by multiple US agencies, including: FINRA (Financial Industry Regulatory Authority) SEC (Securities and Exchange Commission)

primerica beneficiary change form

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Why was Primerica sued?

In 2012, Primerica was the target of multiple lawsuits alleging that the companys representatives sought to profit by earning commissions after convincing Florida firefighters, teachers, and other public workers to divest from safe government-secured retirement investments to high-risk retirement products offered by

Is Primerica still in business?

Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981.