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Life insurance change of Beneficiary - Short form

Life insurance change of Beneficiary - Short form 2025

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The document is a form for changing the beneficiary of a life insurance policy where the owner is also the insured. It outlines the process for designating primary and contingent beneficiaries, including requirements for naming them, distributing proceeds, and including future children as beneficiaries. The form includes sections for personal information about the insured and beneficiaries, general provisions regarding beneficiary designations, signature requirements, and submission instructions.

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Click ‘Get Form’ to open the Life insurance change of Beneficiary - Short form in the editor.
In Section 1, provide details about the Insured, including policy numbers, full name, date of birth, Social Security number, phone number, and address.
Move to Section 2 to list individual Beneficiaries. Ensure you name at least one Primary Beneficiary and specify their relationship to the Insured. Fill in their details including title, first name, middle name, last name, date of birth, gender, Social Security number, phone number, and address.
Indicate the percentage of proceeds for each Primary and Contingent Beneficiary. If you want equal distribution among them, leave the proceeds % fields blank.
In Section 4, sign and date the form as the Owner. If applicable, include signatures from any irrevocable Beneficiaries.
Finally, submit your completed form by following the instructions provided in Section 5 for mailing or faxing it to MetLife.

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How do I change the beneficiary on a life insurance policy?

How to Fill Out AIG Change of Beneficiary Form Start with the section titled Existing Policy Information. Fill in Insured Name(s) and SSN/ITIN or EIN. Continue filling in your Owner Name and SSN/ITIN or EIN. Input your Address, Primary Phone, and Alternate Phone. Enter your Email Address.

How hard is it to change a beneficiary on a life insurance policy?

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.

Can a beneficiary be removed from a life insurance policy?

Other considerations for naming beneficiaries Contact your employers plan administrator to update beneficiaries. For some annuities, you may need to contact your plans trustee to make beneficiary changes.

Who has the authority to change the beneficiary?

If a policyholder is alive, and the beneficiary designation is revocable, they have a right to change, add and remove life insurance beneficiaries as often as theyd like, but they should be careful when doing so, particularly if theyre married, because their spouse may have a right to 50% of the death benefit if

How to fill out AIG change of beneficiary form?

The policy owner is the only party who can change the policys beneficiary. As the policy owner, youre typically allowed to change beneficiaries anytime simply by contacting the insurance company.