Get the free LICOBNY Change of Beneficiary Form

Life Insurance Company of Boston & New York (LINCOLN) 277 North Avenue, Suite 200 New Rochelle, NY 10801 CHANGE OF NAME AND×OR CHANGE OF BENEFICIARY FORM To be completed and submitted in triplicate.

How to fill out licobny change of beneficiary

How to fill out a licobny change of beneficiary?

1. Obtain the necessary forms: Start by acquiring the licobny change of beneficiary form from the appropriate source. This can usually be obtained from the insurance company or organization that manages the policy.
2. Fill in personal information: Begin by entering your personal details such as your full name, address, date of birth, and contact information. Make sure to provide accurate and up-to-date information to avoid any complications.
3. Identify the policy: Specify the insurance policy for which you want to make the beneficiary change. Include the policy number, the name of the insured individual, and any relevant details that will help identify the specific policy.
4. Choose new beneficiaries: Clearly state the full names of the individuals or organizations that you wish to designate as beneficiaries. It's essential to provide accurate and complete information about each beneficiary, including their relationship to you.
5. Specify the percentage allocation: Indicate the percentage of the policy proceeds that will be allocated to each beneficiary. Ensure that the total distribution adds up to 100% to avoid any confusion or disputes in the future.
6. Provide signatures: Sign and date the form to indicate your consent and understanding of the beneficiary change. Some forms may require witnesses or notarization, so be sure to follow the instructions provided.

Who needs a licobny change of beneficiary?

1. Policyholders with changing circumstances: If your situation has changed since you initially named your beneficiaries, such as marriage, divorce, birth of a child, or a change in your financial situation, you may need to update your beneficiaries.
2. Individuals with outdated policies: If you have an old insurance policy and have not reviewed or updated the beneficiaries in a long time, it is advisable to consider a change of beneficiary to ensure your policy reflects your current wishes.
3. Those who wish to modify existing beneficiaries: If you have a licobny policy and wish to remove or replace an existing beneficiary, you should complete a change of beneficiary form to ensure that your new intentions are legally documented.

Remember, it's essential to consult with the insurance company and possibly seek legal advice to ensure the licobny change of beneficiary form is completed accurately and in compliance with local regulations and requirements.

For pdfFiller’s FAQs

How do I fill out the licobny change of beneficiary form on my smartphone?

Use the pdfFiller mobile app to fill out and sign licobny change of beneficiary. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, their features, and how to get started.

Can I edit licobny change of beneficiary on an Android device?

You can. With the pdfFiller Android app, you can edit, sign, and distribute licobny change of beneficiary from anywhere with an internet connection. Take use of the app's mobile capabilities.

How do I fill out licobny change of beneficiary on an Android device?

On an Android device, use the pdfFiller mobile app to finish your licobny change of beneficiary. The program allows you to execute all necessary document management operations, such as adding, editing, and removing text, signing, annotating, and more. You only need a smartphone and an internet connection.

What is licobny change of beneficiary?

A licobny change of beneficiary is a form that allows a policyholder to update or change the designated beneficiary of their insurance policy.

Who is required to file licobny change of beneficiary?

The policyholder or owner of the insurance policy is required to file a licobny change of beneficiary.

How to fill out licobny change of beneficiary?

To fill out a licobny change of beneficiary, the policyholder must provide their personal information, policy details, and the updated beneficiary information.

What is the purpose of licobny change of beneficiary?

The purpose of licobny change of beneficiary is to ensure that the insurance benefits are paid out to the correct individual or entity upon the policyholder's death.

What information must be reported on licobny change of beneficiary?

The licobny change of beneficiary form typically requires the policyholder to report their name, policy number, current beneficiary details, and the updated beneficiary information.