LIFE BENEFICIARY AND NAME CHANGE FORM 2026

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  1. Click ‘Get Form’ to open the LIFE BENEFICIARY AND NAME CHANGE FORM in the editor.
  2. Begin by entering your personal information in the designated fields, including your full name, address, and contact details. Ensure accuracy to avoid any processing delays.
  3. Next, navigate to the beneficiary section. Here, you will need to provide the name(s) of your chosen beneficiaries along with their relationship to you. This is crucial for ensuring that your wishes are honored.
  4. If applicable, fill out the name change section. Indicate your previous name and the new name you wish to adopt. Make sure this aligns with any legal documentation you may have.
  5. Review all entered information carefully for completeness and accuracy before proceeding to sign the document electronically within our platform.

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The individual with the authority to amend and name a life insurance beneficiary is referred to as the owner of the policy. The owner can make necessary changes regarding the beneficiary, while the insured and insurer hold different roles.
Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, youll have to complete, sign, and mail a paper form.
You should file a new form whenever there is a change in a beneficiarys address or name. SF 2823, Designation For FEGLI Determines how proceeds from the life insurance are distributed.

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