Beneficiary change form - Trans Global Insurance 2025

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How to fill out the Beneficiary Change Form Instructions - Transamerica? Collect your policy information and beneficiary details. Complete the primary beneficiary section thoroughly. Fill out the contingent beneficiary section if applicable. Review all entries to ensure accuracy. Sign and submit the form as instructed.
Clients Call 1-800-231-5453 Fax Call 1-888-568-9705 Beneficiary change requests can only be made during the lifetime of the insured.
To submit the Beneficiary Change Form, you may fax it to 1-800-235-4782 or mail it to Transamericas administrative office at 4333 Edgewood Rd. NE, Cedar Rapids, IA 52499. Ensure that all signatures are in place before submitting.
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.
Only the policy owner has the authority to change the life insurance policy when a beneficiary is revocable. If the beneficiary designation is irrevocable, the consent of the beneficiary is also required to make this change.

People also ask

Log in to your personal account, select the My account menu at the top of our website. Select Manage my account. While viewing your current beneficiaries, select the button to view your update options. Select Update Beneficiaries Online.
Its simple to change a beneficiary, you just send the new persons details to your insurer. Its a good idea to have a few backups in mind at all times, as you never know when you might need to make a change.

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