Change of beneficiary form new york life

To change the beneficiary of a New York Life insurance policy, 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:

Change of Beneficiary Form

Policy Number: [Insert policy number]

Current Beneficiary: [Insert name and address of current beneficiary]

New Beneficiary: [Insert name and address of new beneficiary]

Relationship: [Insert relationship between policyholder and new beneficiary (e.g. spouse, child, parent, etc.)]

Signature of Policyholder: [Insert signature of policyholder]

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

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

Date: [Insert date]

Address: [Insert address to which the form should be mailed]

Phone Number: [Insert phone number to which the form should be faxed]

Email Address: [Insert email address to which the form should be scanned and emailed]

Please note that the form may vary depending on the specific policy and the state in which the policy was issued. It's always a good idea to check with New York Life or consult with a licensed insurance professional to ensure that the form is completed correctly and in compliance with the policy's requirements.