Aarp new york life change of beneficiary form

AARP New York Life Insurance Company offers a variety of life insurance products, and changing the beneficiary of one of these policies requires submitting a Change of Beneficiary Form. Here's a step-by-step guide to help you with the process:

Before You Begin:

  1. Make sure you have the necessary information and documents ready.
  2. Review your policy documents to ensure you have the correct policy number and beneficiary information.

Step 1: Gather Required Information and Documents

  1. Policy number: Find your policy number on your policy documents or your AARP New York Life Insurance Company account online.
  2. Beneficiary information: Gather the following information for the new beneficiary:
    • Name
    • Date of birth
    • Social Security number or Individual Taxpayer Identification Number (ITIN)
    • Address
  3. Proof of identity: You may need to provide proof of identity for the new beneficiary, such as a copy of their driver's license, passport, or state ID.

Step 2: Complete the Change of Beneficiary Form

  1. Download and complete the Change of Beneficiary Form (PDF) from the AARP New York Life Insurance Company website or request a form by calling their customer service at 1-800-523-3488.
  2. Fill out the form accurately and legibly, providing all required information.
  3. Sign the form in the presence of a notary public, if required.

Step 3: Submit the Completed Form

  1. Mail the completed form to: AARP New York Life Insurance Company Attn: Change of Beneficiary 51 Madison Avenue New York, NY 10010
  2. Fax the form to: 1-212-271-4444
  3. Scan and email the form to: [email protected]

Step 4: Verify the Change

  1. Allow 4-6 weeks for the change to process.
  2. Verify the change by contacting AARP New York Life Insurance Company's customer service at 1-800-523-3488 or checking your policy documents online.

Additional Tips:

Remember to keep a copy of the completed form and any supporting documents for your records.