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.

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: Nov. 14, 2012
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