SVC-102-PL Beneficiary Change Request (Must return 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your POLICY NO, INSURED’S NAME, and OWNER’S NAME at the top of the form. Ensure all details are accurate for processing.
3. In the 'Change of Beneficiary' section, list your PRIMARY BENEFICIARY's full names, relationships to the insured, SSN/Tax ID, DOB, address/phone number, and percentage of proceeds. If multiple beneficiaries are named, specify percentages.
4. Next, fill out the CONTINGENT BENEFICIARY section similarly. This is crucial if primary beneficiaries do not survive the insured.
5. If applicable, indicate a DAY COMMON DISASTER CLAUSE by filling in the date field provided.
6. Sign and date where indicated for both Owner and Witness. Ensure that signatures meet all requirements outlined in the Signature Requirements section.
7. Choose your delivery method for confirmation—either via secure email or fax—and provide necessary contact information.

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