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17 Life Insurance Beneficiary Change Request - General

A beneficiary of a life insurance policy is the person or entity that will receive proceeds from the policy upon the death of the insured or expiration of the policy. If you have designated someone as the beneficiary of your life insurance policy and you wish to remove that person as beneficiary and name someone else, use this document to do so and then send it to your life insurance carrier. Be sure you have met all of the requirements of your insurance company to change beneficiaries.

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18 Codicil to Will (To Add Spouse)

When you get married, it is important to update your will to include your new spouse, so that your new spouse is included, and to avoid unnecessary probate expenses. In order to update your will, you don't need to rewrite the entire thing. All you need to do is create a codicil (modification to the will) and specify what part of the will you would like changed so that your new spouse is included. Reference the location and the specific language you will be affecting. Be as clear and precise as possible to avoid undue complications. This form is not a substitute for legal advice. When making a codicil, it is highly recommended to seek the advice of a qualified estate planning attorney to avoid complications and assure that your codicil states your modified wishes.

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19 Life Insurance Beneficiary Change Request - To Add New Spouse

When you marry, you may wish to change the beneficiary of your life insurance policy to include your new spouse. Requests to change beneficiaries must be submitted in writing to your insurance carrier. If you would like to add your spouse as a beneficiary to your policy, use this Life Insurance Beneficiary Change Request to create a customized letter for your carrier with your specific policy and beneficiary information.

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20 Life Insurance Beneficiary Change Request - To Add Children

When you have a new child, you may wish to change the beneficiary of your life insurance policy to include your new child. Requests to change beneficiaries must be submitted in writing to your insurance carrier. If you would like to add your child as a beneficiary to your policy, use this Life Insurance Beneficiary Change Request to create a customized letter for your carrier with your specific policy and beneficiary information.

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