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Click ‘Get Form’ to open the prudential change of ownership form in our platform's editor.
Begin by completing the Current Owner section on pages 3 and 4. Ensure all required fields are filled out clearly, including your name, address, and signature on page 4.
Next, the New Owner must complete the Tax Identification and Back-Up Withholding section on page 3. This includes providing their taxpayer identification number and confirming their status regarding backup withholding.
On page 8, the New Owner should fill out their information and sign to confirm acceptance of ownership. Make sure to include any necessary details about existing Check-O-Matic arrangements if applicable.
If there are changes to beneficiaries or scheduled options, complete the relevant forms (e.g., Change of Beneficiary) as indicated in the instructions. Attach these forms before submission.

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Can I change the owner of a life insurance policy?

You might want to transfer ownership of your life insurance policy to another person or legal entity for tax purposes, to save money, or to relieve the administrative burden of managing a policy.

How to change ownership on life insurance policy?

1-844-PRU-4ALL (778-4255) If youre deaf, hearing impaired, or have a speech disability, call 711 for assistance.

What are the tax consequences of transferring ownership of a life insurance policy?

That is, the insured party should not be the owner of the policy, but rather, the beneficiary should purchase and own the policy. If your beneficiary (such as your spouse or children) purchases the policy and pays the premiums, the death benefit should not be included in your federal estate.

How do I contact Prudential directly?

Please fill out the form completely. Sign and date the form and send it to the address above or fax it to 800-764-1469 for GUL or 888-700-9989 for GVUL. You may call our Customer Service Center toll-free at 800-562-9874 with any questions, Monday to Friday, 8:00 a.m.8:00 p.m. Eastern time.

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Prudential change of ownership form 2026

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How to use or fill out prudential change of ownership form with DocHub

Complete this form in 5 minutes or less

Got questions?

Can I change the owner of a life insurance policy?

How to change ownership on life insurance policy?

What are the tax consequences of transferring ownership of a life insurance policy?

How do I contact Prudential directly?

Security and compliance

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Prudential change of ownership form 2026

Here's how it works

How to use or fill out prudential change of ownership form with DocHub

Complete this form in 5 minutes or less

Got questions?

Can I change the owner of a life insurance policy?

How to change ownership on life insurance policy?

What are the tax consequences of transferring ownership of a life insurance policy?

How do I contact Prudential directly?

prudential ownership change form

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