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SVC-102-PL Beneficiary Change Request (Must return 2026
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How to use or fill out SVC-102-PL Beneficiary Change Request (Must return)
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- Click ‘Get Form’ to open it in the editor.
- 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.
- 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.
- Next, fill out the CONTINGENT BENEFICIARY section similarly. This is crucial if primary beneficiaries do not survive the insured.
- If applicable, indicate a DAY COMMON DISASTER CLAUSE by filling in the date field provided.
- Sign and date where indicated for both Owner and Witness. Ensure that signatures meet all requirements outlined in the Signature Requirements section.
- Choose your delivery method for confirmation—either via secure email or fax—and provide necessary contact information.
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Related links
Jan 1, 2017 Within 60 days after denial, if you want to appeal such denial, you or your beneficiary may submit a written request for reconsideration of theRead more
Mar 1, 2023 Servicemembers must request a change by entering the request in SOES. If the member elects to reduce the amount of spousal coverage, theRead more
You, as a nonresident beneficiary, must include in the Federal amount column your share of the total fiduciary adjustment.