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BMO Life Assurance Company 60 Yong Street, Toronto, ON M5E 1H5 1-877-742-5244 416-596-4143 Fax POLICY SERVICE CHANGE OF OWNERSHIP FORM INSTRUCTIONS: All persons signing this form must have attained
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How to fill out policy service change of

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How to fill out a policy service change form:

01
Begin by obtaining the correct policy service change form from the insurance provider. This form may be available on their website or can be requested by contacting their customer service.
02
Fill out your personal information accurately. Provide your full name, contact details, and policy number. This information is essential for the insurance company to identify your account and ensure that the changes are made to the correct policy.
03
Specify the type of service change you are requesting. This could include adding or removing a driver, updating your address, changing your coverage levels, or any other modification you require.
04
Provide detailed information regarding the change. For example, if you are adding a driver, include their full name, date of birth, driver's license number, and any additional relevant details.
05
Review the form carefully before submitting. Make sure all the information you have provided is accurate and complete. Double-check the spellings, dates, and any other details that may be included.
06
If there are any supporting documents required for the service change, such as a copy of a driver's license or proof of address, ensure that you attach them to the form.
07
Sign and date the form to certify that the information provided is true and accurate.
08
Depending on the insurance provider's guidelines, you may need to submit the form electronically through their website, mail it to a specific address, or visit a local branch office to drop it off.

Who needs policy service change forms?

01
Policyholders who want to make changes to their existing insurance policies, such as adding new drivers, updating contact information, modifying coverage levels, or making any other adjustments.
02
Individuals who have experienced a life event that requires updating their insurance policies, such as getting married, buying a new car, moving to a new address, or having a change in employment status.
03
Businesses that need to make changes to their commercial insurance policies, such as adding or removing vehicles from their fleet, updating their liability coverage, or modifying the covered locations.
Remember, it's essential to notify your insurance provider about any changes to your policy to ensure that you have adequate coverage and to avoid any potential issues with claims in the future.
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Policy service change is the process of updating policy information.
Policyholders or their authorized representatives are required to file policy service changes.
Policy service changes can be filled out online or by contacting the insurance provider directly.
The purpose of policy service change is to ensure that policy information is accurate and up-to-date.
Policy service changes typically require reporting changes to personal information, coverage options, beneficiaries, etc.
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