Change of Beneficiary Form

This is a letter template for an owner of an insurance policy to send to the insurance company to change the designation of a beneficiary. In other words, this letter will tell the insurance company that a new person or organization needs to be listed as a primary or contingent beneficiary on an existing policy. The sole and exclusive purpose of this letter is to request the change to a beneficiary and ask the insurance company to either confirm or send further documentation needed for the change.

This template will help anyone easily send a change of beneficiary request to any insurance company.

How to use this document

This letter requesting a change of beneficiary can be used by anyone looking for a template to ask an insurance company to change their beneficiary, whether it is a primary or contingent beneficiary.

This letter, as it is designed to make one simple request, is quite straightforward and to-the-point. In it, basic information about the owner and insured will be entered, such as (of course) their name, as well as information about the prior beneficiary and new beneficiary (or beneficiaries, if more than one needs to be changed).

After this letter is filled out, it should be printed and signed in order to send it to the insurance company.

Applicable law

There are no specific laws in the United States covering beneficiary change request letters. However, the insurance company may require another specific form to be filled out after this letter is sent.

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.