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Primerica life insurance change of beneficiary form

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The document is a Multi-Purpose Change Form for Universal Guaranty Life Insurance and associated companies, allowing policyholders to request various changes to their insurance policies, including address updates, name changes due to marriage or court order, ownership transfers, contingent owner designations, premium payment modes, dividend options, face amount adjustments, death benefit options, and rider removals. It requires signatures from the policy owner and possibly a spouse in community property states.

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

Who has the right to name and change beneficiaries?

A revocable beneficiary is a person or entity named in a trust as a beneficiary whose status can be changed. Or revoked by the grantor. That means that the grantor retains the power to modify, add, or remove beneficiaries during their lifetime.

Can you change a life insurance beneficiary at any time?

In most cases, you may change the beneficiaries named on a life insurance policy or other financial account at any time. Changing beneficiaries is usually easy to do the challenge is often in remembering to do it. Contact your employer, financial professional or financial services company to learn how.

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 a beneficiary be changed?

If you invest in life insurance, its your job to name beneficiaries that may receive the death benefit upon your passing. By updating your beneficiaries as needed, following your insurers procedures for making changes, and discussing changes with your loved ones, you can avoid costly and time-consuming disputes.

How do I change my beneficiary?

Primary Beneficiaries Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.

primerica beneficiary change form

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Is it possible to change beneficiary?

Yes, as the policy holder you can add or remove beneficiaries whenever you want to. We suggest you review your list of beneficiaries annually to keep it up to date. Can I nominate a minor as a beneficiary? Yes, you can nominate a minor as your beneficiary.