Beneficiary change 2026

1. Click ‘Get Form’ to open the Beneficiary Change Form in the editor.
2. Begin by entering the Policy Number at the top of the form. This is essential for identifying your insurance policy.
3. In the Primary Beneficiary section, clearly print the name of each beneficiary. Ensure you provide their SSN or Tax ID number and Date of Birth, as these are required fields.
4. Fill in the address, city, state, zip code, and telephone number for each primary beneficiary. Additionally, specify their relationship to the insured and their percentage share of benefits.
5. If applicable, repeat step 3 and 4 for Contingent Beneficiaries. Remember that these beneficiaries will receive benefits if no primary beneficiaries are alive at the time of death.
6. Review all entries for accuracy. Ensure that total percentages equal 100% and that all required signatures are included before submitting.

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