We have updated our On Call® Terms of Service and our Terms and Conditions. Please be sure you review the updates. If you have any questions, feel free to contact us.

Rocket Lawyer US

Switch to Rocket Lawyer UK

We are here to help

(877) 881-0947 or Sign up | Sign in

Hello, {{username}}

Complete Account
Trial Account

Make Your Free Change of Beneficiary Letter

How it works:

Build your document Save, print & share Sign it & make it legal!

Start by selecting a state.

Free Change of Beneficiary Letter

If you want to change who your primary beneficiary is on your life insurance policy make sure it happens with a Change of Beneficiary Letter. Maybe you want to add another beneficiary or perhaps you want to remove one? Keep your paperwork is up to date. A Change of Beneficiary Letter helps ensure everything is in order.

Build your document Save, print & share Sign it & make it legal!
Get started

We make it simple to create a Change of Beneficiary Letter

Use the Change of Beneficiary Letter document if:

  • You want to change the primary beneficiary of an insurance policy.
  • You'd like to remove or add someone as a beneficiary.
  • You want to inform an insurance company of a beneficiary's name change.

Sample Change of Beneficiary Letter

More than just a template, our step-by-step interview process makes it easy to create a Change of Beneficiary Letter.

Save, sign, print, and download your document when you are done.

There will probably come a time when you need a Change of Beneficiary Letter. Maybe you got married - or divorced. Maybe you had a baby or maybe you're a brand new grandparent. The people we care about can change and grow, but when that happens, is your paperwork keeping up? Do you know exactly who's listed on your life insurance policy? When new people enter your life it's important that any change to your personal wishes are reflected in your official documents. After all, that's why you have the policy in the first place. It doesn't take much time or effort to add, change, or remove beneficiaries. Oftentimes, all you need is a Change of Beneficiary Letter to keep your documents as current as your relationships.

Other names for this document: Request to Change Policy Beneficiary, Change Beneficiary Form

Get started We make it simple to create a Change of Beneficiary Letter.

Using Rocket Lawyer to file my incorporation documents was so easy and so simple. - Nicole W. | Food Body M.E. Rocket Lawyer customer

More legal documents & forms

Life Insurance Proceeds Letter

Notice of Death to an Insurance Company

Affidavit of Death

All legal documents & forms

Have a question about Change of Beneficiary Letter?

Characters remaining: 600