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Click ‘Get Form’ to open the assurant change of beneficiary form in our platform's editor.
Begin by entering your policy number, part number, account number, and certificate number in the required fields. Ensure accuracy as these details are crucial for processing.
Fill in the name of the insured and any former names if applicable. This information helps identify the policyholder clearly.
In the PRIMARY BENEFICIARY section, list full names and relationships of each beneficiary. If they are not related, include their date of birth and Social Security number for verification.
For SECONDARY BENEFICIARY(IES), repeat the process by providing their full names and relationships. Remember that proceeds will be shared equally unless specified otherwise.
Review all entries for accuracy before signing and dating the form at the bottom. This step is essential to ensure your designations are valid.

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