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LIFE INSURANCE BENEFICIARY CHANGE REQUEST INSTRUCTIONS Please read carefully then complete pages two and three and return all three pages. 1. I am designating the following beneficiary(IES) for my
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How to fill out life insurance beneficiary change

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How to fill out life insurance beneficiary change

01
Contact your life insurance company and request a beneficiary change form.
02
Fill out the form with the updated beneficiary information, including their full name, date of birth, and relationship to you.
03
Sign and date the form, and make a copy for your records.
04
Submit the completed form to your life insurance company either online, by mail, or in person.
05
Wait for confirmation from the insurance company that the beneficiary change has been processed and updated on your policy.

Who needs life insurance beneficiary change?

01
Individuals who have experienced a major life event such as marriage, divorce, birth of a child, or death of a beneficiary and need to update their life insurance beneficiary.
02
Those who want to ensure that their life insurance proceeds go to the intended recipient in the event of their passing.
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Life insurance beneficiary change is when the policyholder updates or makes changes to the person or persons who will receive the insurance benefits upon their death.
The policyholder or owner of the life insurance policy is required to file a beneficiary change.
To fill out a life insurance beneficiary change, the policyholder typically needs to contact their insurance company and request a beneficiary change form. They will then need to provide the requested information and submit the form to the insurance company for processing.
The purpose of a life insurance beneficiary change is to ensure that the policy benefits are directed to the intended person or persons in the event of the policyholder's death.
The information typically required for a life insurance beneficiary change includes the full name, date of birth, relationship to the policyholder, and contact information of the new beneficiary.
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