CHANGE BENEFICIARY
If a group is named as beneficiary, you must name each individual of this group.
IF A MINOR (below the age of 18) IS LISTED BELOW, PLEASE UNDERSTAND THAT A FINANCIAL GUARDIANSHIP FOR
THE MINOR’S ESTATE WILL BE REQUIRED BEFORE POLICY PROCEEDS CAN BE RELEASED.
PRINCIPAL BENEFICIARY Principal Beneficiaries in equal shares to the survivor(s), unless otherwise directed under percentage.
1.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
2.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
3.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
4.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
CONTINGENT BENEFICIARY Contingent Beneficiaries in equal shares to the survivor(s), unless otherwise directed under percentage.
1.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
2.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
SPOUSE RIDER BENEFICIARY Spouse Beneficiaries in equal shares to the survivor(s), unless otherwise directed under percentage.
1.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
SPOUSE CONTINGENT BENEFICIARY Contingent Beneficiaries in equal shares to the survivor(s), unless otherwise directed under percentage.
1.
Name (First, Middle, Last) Social Security Number Percentage
Date of Birth Relationship to Insured Street Address, City, State, ZIP
OTHER MISCELLANEOUS CHANGES
AUTHORIZATION FOR CHANGES
7 ______________________________________________________ 7 ___________________________________________________
Signature of Current Policy Owner Date Signature of Primary Insured Date
7 ______________________________________________________ 7 ___________________________________________________
Signature of New Policy Owner, if applicable Date Signature of Spouse Insured Date
7 ______________________________________________________ 7 ___________________________________________________
Signature of Irrevocable Beneficiary, if any Date Signature of Witness or Agent & Solution # Date
PLA-83 REV 4 02.19
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