Get the free Assurant Life Beneficiary Change Form

Request for Change of Beneficiary * Required Field * Group policyholder or participating employer * Name of insured * Group Office no. Group policy no. Participation no. Account no. Cert. No. EMPLOYER,

How to fill out assurant life beneficiary change

How to fill out Assurant life beneficiary change:

1. Contact Assurant: Start by contacting Assurant to obtain the necessary forms and guidelines for changing the beneficiary on your life insurance policy. You can reach out either through their website or by calling their customer service hotline.
2. Obtain the beneficiary change form: Assurant will provide you with a beneficiary change form. Make sure to provide accurate information and fill out all the required fields completely. Double-check for any errors or missing information before submitting the form.
3. Provide policy details: Along with the beneficiary change form, you will need to provide your policy details such as policy number, insured person's name, and relevant account information. This ensures that Assurant can locate and process your request accurately.
4. Select new beneficiary: Indicate the name, contact information, and relationship of the new beneficiary that you wish to designate. This is an important decision, so ensure the information is correct and up-to-date.
5. Review and sign: Carefully review the beneficiary change form, ensuring everything is accurate and there are no mistakes. Once you are satisfied, sign and date the form as required.
6. Provide supporting documents: In some cases, Assurant may require additional documentation to process your beneficiary change request. These documents could include a death certificate, marriage certificate, divorce decree, or other relevant legal documents. Make sure to attach any necessary paperwork with the completed form.
7. Submit the form: Once you have filled out the beneficiary change form and gathered any required supporting documents, submit them to Assurant as instructed. You can typically submit the form via mail, fax, or online, depending on the options provided by Assurant.

Who needs Assurant life beneficiary change:

1. Individuals who have experienced a significant life event: Life circumstances change, and you may need to update your beneficiaries accordingly. Examples of significant events include marriage, divorce, the birth of a child, or the death of a beneficiary.
2. Policyholders with outdated beneficiary designations: If you have previously designated a beneficiary but no longer wish for them to receive the life insurance benefit, you may need to make a beneficiary change. This ensures that your policy aligns with your current wishes and circumstances.
3. Individuals who want to ensure their life insurance proceeds go to the intended recipient: Changing the beneficiary on your Assurant life insurance policy allows you to designate someone you trust to receive the proceeds. This can provide peace of mind, knowing that your loved ones will be taken care of financially after your passing.

Remember to consult with a financial advisor or legal professional if you have any questions or concerns regarding the information or process of changing beneficiaries on your Assurant life insurance policy.

For pdfFiller’s FAQs

What is assurant life beneficiary change?

Assurant life beneficiary change is a form that allows the policyholder to update or modify the designated beneficiary of their life insurance policy.

Who is required to file assurant life beneficiary change?

The policyholder or the insured individual is required to file the assurant life beneficiary change.

How to fill out assurant life beneficiary change?

The policyholder can fill out the assurant life beneficiary change form by providing their policy information, current beneficiary details, and the new beneficiary's information.

What is the purpose of assurant life beneficiary change?

The purpose of assurant life beneficiary change is to ensure that the policyholder's life insurance benefits are directed to the desired beneficiary in the event of their death.

What information must be reported on assurant life beneficiary change?

The assurant life beneficiary change form typically requires the policyholder to provide their policy number, current beneficiary's name, address, social security number, and the new beneficiary's information.

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