BENEFICIARY CHANGE FORM
BENEFICIARY CHANGE FORM
Policy #_______________________________Insured Name_______________________________________________
Instructions for completing this form
1. This form must be completed in ink and cannot be altered by the use of correction fluid. Please print legibly.
2. All name designations must be the full legal name.
3. The policy owner must complete and sign the form.
4. List the full name of the new beneficiary or beneficiaries, their relationship to you, their address, date of birth, and social security number.
5. If two or more beneficiaries are to share jointly, list all names in the primary beneficiary area. Unless otherwise noted, benefits will be paid equally to joint beneficiaries.
Primary Beneficiary – The person that will receive the proceeds from your policy in the event of your death.
Contingent Beneficiary – The person that will receive the proceeds from your policy in the event that your primary beneficiary has deceased prior to you.
Note - If you name a minor as beneficiary, we must pay the proceeds to a legally appointed guardian of the minor’s estate, or hold the proceeds on deposit until the minor attains legal age.
Primary Beneficiary
Name_____________________________________________________________________________________________
Address_______________________________________________ Phone ( )______________________________
City/State/Zip______________________________________________________________________________________
Relationship______________________Date of Birth___________________Social Security #______________________
Contingent Beneficiary
Name_____________________________________________________________________________________________
Address_______________________________________________ Phone ( )______________________________
City/State/Zip______________________________________________________________________________________
Relationship______________________Date of Birth___________________Social Security #______________________
Signature of Owner__________________________________________________Date_________________________
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THIS SECTION TO BE COMPLETED BY NOTARY PUBLIC ONLY
State of___________________ County of ________________________ Date _______________, _________
THEN PERSONALLY APPEARED____________________________________________________________
WHO ACKNOWLEDGED THE FOREGOING, BEFORE ME. ______________________________________
NOTARY PUBLIC
- - - - - - - - - - - - - - - - - - - - - - - - - - - FOR HOME OFFICE USE ONLY - - - - - - - - - - - - - - - - - - - - - - - - - - -
The above change has been received and filed at the Home Office
By__________________________________________________________Date___________________________________________________
NOTE: Once this form is received and filed at the Home office we will return a copy to you to attach to your policy
(Beneficiary Form)
-----------------------
Lincoln Heritage Life Insurance Co.
4343 E. Camelback Rd., Phoenix, AZ 85018
877-624-4480 602-224-2213 (fax) E-Mail – preneed@
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