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Transamerica beneficiary change form 2026
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- Click ‘Get Form’ to open the transamerica beneficiary change form in the editor.
- Begin by entering your Policy Number and Insured’s Name at the top of the form. This ensures that your changes are accurately recorded.
- Fill in the Owner’s Name, Address, City, State, and Zip Code. If there is a new address, check the box provided.
- Designate your Primary Beneficiary(ies) by listing their full names, addresses, relationships to the Insured, and percentage shares of the death benefit. Ensure that these percentages total 100%.
- If applicable, list Contingent Beneficiary(ies) following the same format as for Primary Beneficiaries. Remember that these beneficiaries will only receive proceeds if all Primary Beneficiaries predecease the Insured.
- Complete any required signatures including Owner’s Signature and Witness Signature. Make sure to include titles if signing on behalf of a business or trust.
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