Steps
- Locate your policy number and the carrier that issued the policy.
- Request a beneficiary change form from the carrier (or ask a licensed agent to help you find it).
- Decide on primary and contingent beneficiaries, and gather their full legal names and dates of birth.
- Complete and sign the form — some carriers require a witness or notarization.
- Submit the form and keep a stamped or confirmed copy for your records.
Need help with this? Speak with a licensed agent for a free, no-obligation review of your life insurance policy.
A licensed agent can walk you through every step at no cost. Eterna is independent, so the guidance is about what's best for you.