Ask the Life Insurance Expert

How do I get change of beneficiary form?

Just call your life insurance company's customer service 800 number and request a form. Once you receive it, you simply list the new beneficiary, sign it, and send it back.

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Make sure you let your new beneficiary know about the policy and which company it's with. Too often beneficiaries don't have the proper information to make a claim.

Last updated: Dec. 14, 2012
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