Change of beneficiary form life insurance new york life

To change the beneficiary of a life insurance policy with New York Life Insurance Company, you will need to complete a Change of Beneficiary Form. Here are the steps to follow:

  1. Gather the necessary information:
    • The policy number
    • The name and address of the current beneficiary
    • The name and address of the new beneficiary
    • The relationship between the policyholder and the new beneficiary (e.g. spouse, child, parent, etc.)
  2. Download and complete the Change of Beneficiary Form:
    • You can download the form from New York Life's website or request it by calling their customer service number.
    • Fill out the form completely and accurately, including the policy number, the name and address of the current beneficiary, and the name and address of the new beneficiary.
  3. Sign the form:
    • The policyholder must sign the form in the presence of a notary public.
    • The notary public must also sign the form and affix their seal.
  4. Return the form to New York Life:
    • Mail the completed and signed form to New York Life's address listed on the form.
    • You can also fax the form to New York Life's fax number or scan and email it to their email address.

Here is a sample Change of Beneficiary Form for New York Life Insurance Company:

Change of Beneficiary Form

Policy Number: [Insert policy number]

Policyholder's Name: [Insert policyholder's name]

Current Beneficiary's Name: [Insert current beneficiary's name]

Current Beneficiary's Address: [Insert current beneficiary's address]

New Beneficiary's Name: [Insert new beneficiary's name]

New Beneficiary's Address: [Insert new beneficiary's address]

Relationship between Policyholder and New Beneficiary: [Insert relationship, e.g. spouse, child, parent, etc.]

Signature of Policyholder: [Insert policyholder's signature]

Signature of Notary Public: [Insert notary public's signature]

Notary Public's Seal: [Insert notary public's seal]

Date: [Insert date]

New York Life Insurance Company Attn: Change of Beneficiary 51 Madison Avenue New York, NY 10010

Please note that the form may vary depending on the specific policy and the state where the policy was issued. It's always a good idea to review the form carefully and make sure you have all the necessary information before submitting it to New York Life.