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Customer Service Mailing Address P.O. Box 515 Concord NH 033020515 PO Box 21008 Greensboro NC 274201008 LIFE OWNERSHIP CHANGE FORM GENERAL INFORMATION To avoid processing delay, type or print clearly.
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How to fill out life ownership change form:

01
Begin by carefully reading the instructions provided with the form. Make sure you understand the purpose and requirements of the form.
02
Fill out the personal information section accurately. This includes providing your full name, address, contact details, and any other requested details.
03
Identify the policy or contract number for which you want to change the ownership. Include this information in the designated section of the form.
04
Clearly state the reason for the ownership change. If necessary, provide additional details or documentation to support your request.
05
Indicate whether you want to transfer the ownership to another individual or an organization. If transferring to an individual, include their full name, contact details, and relationship to you. If transferring to an organization, provide the name and contact information of the organization.
06
Sign and date the form. Make sure to read any declarations or authorizations before signing to ensure you agree to the terms.
07
Review the completed form to ensure all information is accurate and all required fields are filled out. Make any necessary corrections or additions before submitting the form.

Who needs life ownership change form:

01
Policyholders who want to transfer the ownership of their life insurance policy or investment contract to another individual or organization.
02
Individuals or organizations who are being designated as the new owner of a life insurance policy or investment contract.
03
Anyone involved in a legal process or estate planning where changes to life ownership are required or recommended.
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The life ownership change form is a document used to officially transfer ownership of a life insurance policy from one individual or entity to another.
The policyholder or the new owner of the life insurance policy is required to file the life ownership change form.
To fill out the life ownership change form, one must provide details about the current policyholder, the new owner, and the policy itself.
The purpose of the life ownership change form is to update the ownership information of a life insurance policy.
The life ownership change form must include information such as the policy number, names and contact information of the current and new owners, and the effective date of the ownership change.
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