North american life insurance beneficiary change form 2026

1. Click ‘Get Form’ to open the North American Life Insurance Beneficiary Change Form in the editor.
2. Begin by filling out the Owner Information section. Enter your Policy/Certificate Number, previous name (if applicable), and your current contact details including address and phone number.
3. In the Primary Beneficiary(ies) section, list the names, Social Security Numbers, dates of birth, and relationships of each primary beneficiary. Ensure that you include an address for each beneficiary if you reside in Oklahoma.
4. Next, complete the Contingent Beneficiary(ies) section similarly to the primary beneficiaries. This is crucial as these individuals will receive benefits only if no primary beneficiaries are living.
5. If applicable, have your spouse sign the form to comply with community property laws in certain states. This step is essential when naming someone other than your spouse as a beneficiary.
6. Finally, sign and date the form at the bottom. Remember to retain a copy for your records before submitting it via mail or fax as instructed.

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