Transamerica beneficiary change form 2025

1. Click ‘Get Form’ to open the transamerica beneficiary change form in the editor.
2. Begin by entering your Policy Number and Insured’s Name at the top of the form. This ensures that your changes are accurately recorded.
3. Fill in the Owner’s Name, Address, City, State, and Zip Code. If there is a new address, check the box provided.
4. 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%.
5. 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.
6. 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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