Change of Beneficiary Form Free

Under   15.3   minutes
Last updated   2020-03-27 22:13:55
Formats Word and PDF

When the insurance policy's owner wishes to send the letter to the insurance company to change the designation of a beneficiary, this Change of Beneficiary form can be used.

Change of Beneficiary Form preview

Template overview Template Overview

When the insurance policy's owner wishes to send the letter to the insurance company to change the designation of a beneficiary, this Change of Beneficiary form can be used. That means that this letter will inform the insurance company that a new person or organization needs to be listed as a primary or contingent beneficiary on an existing policy. The main letter's purpose is to request the change to a beneficiary and ask the insurance company to either confirm or send further documentation needed for the change.

 

Tip: How to modify the template

You fill out a form. The document is created before your eyes as you respond to the questions.

At the end, you receive it in Word and PDF formats. You can modify it and reuse it.

How to use this template How to use this template

The person filling the document will put the information needed to make a well-done request for a change of beneficiary. This letter will cover the details about identifying information about the parties, as well as information about the prior beneficiary and new beneficiary.

A completed document should be printed, signed, and send to the insurance company.

Applicable law Applicable law

In the US, no specific laws govern beneficiary change request letters. However, the insurance company may require another particular form to be filled out after this letter is sent.

 

Ready to build your document from this template?

Not sure what you need?
Ask for support
Call and speak to one of our consultants or leave message:
Back to templates list
How does it work?
Choose a template
Choose from any of our available documents.
Complete the wizard
Answer simple questions and watch your doc auto-fill
Save, download, and print
Visit My Account and access it anytime
preloader