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Change of Beneficiary Letter basics

If you want to change who your primary beneficiary is on your life insurance policy make sure it happens with a Beneficiary Designation Form. 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.

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.

There will probably come a time when you need a Beneficiary Designation Form. 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 Beneficiary Designation Form to keep your documents as current as your relationships.

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

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Sample Change of Beneficiary Letter

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