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Samples in periodicals archive:
All it took was a simple change of beneficiary form Henry filed with his fiduciary.
User- friendly online forms are available including: change of account information, change of address, change of beneficiary, claim forms (accessible to insureds and beneficiaries), and e-mail to customer service capability.
He repeatedly made his intent clear to his attorney as well as two brokers, but died while waiting for the change of beneficiary form.
Scott's plan--via a simple change of beneficiary designation--assures that his retirement assets will not be depleted by taxes, as often happens when left to heirs.
Once signed by the viator, the viatical settlement contract and the assignment of policy ownership and change of beneficiary forms are forwarded to the escrow agent.
The site contains investor information with a link to current financial information and an area where policyholders can download claims, change of beneficiary and other related forms.
He died while waiting for the change of beneficiary form, but had made his intent clear to his attorney as well as two brokers.
If a change of beneficiary is necessary, the list of qualified beneficiaries has been modified to include the first cousins of the original beneficiary.