![]() Complete the Trustee Certification/Affidavit form. Ownership Change Request if in New York Ī.If none is designated and the primary owner dies before the insured, the ownership will default to the estate of the primary owner. We encourage you to designate a contingent owner if the primary owner is not the insured. If designating a trust, please complete the Trustee Certification/Affidavit form as well. Complete the Ownership Change Request form. Beneficiary Change Request if in New York Ī.If none is designated, the contingent beneficiary will default to the estate of the insured. We encourage you to designate a contingent beneficiary in the event the primary beneficiary dies before the insured. Complete the Change of Beneficiary form, listing the policy number(s). Name, Address, & Email Change Request if in New York Ī.Name, Address, & Email Change Request. ![]() Call or complete the Name, Address, and E-mail Change Request form including policy number(s). ![]() Change the phone number or address on my policy?Ī. ![]()
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