Primerica Life Insurance: Changing Your Beneficiary Simplified

Primerica offers a client portal called MyPrimerica that allows customers to access and make changes to their life insurance policies. This includes updating contact information, beneficiaries, and payment details. To change your beneficiary, you can either use the MyPrimerica portal or fill out a Primerica beneficiary change form. The form can be edited and signed online, and then shared via email, link, or fax. Alternatively, you can print and mail the form. It's important to note that beneficiary changes for life policies issued in Canada are only available for policies issued in Ontario, Alberta, and Quebec.

How to fill out the Primerica change of beneficiary form

To fill out the Primerica change of beneficiary form, follow these steps:

• Sign up and sign in to DocHub by registering for a free account, setting a secure password, and verifying your email.
• Add the Primerica change of beneficiary form by clicking on "New Document" and selecting the file importing option. You can upload the form from your device, the cloud, or a protected URL.
• Make adjustments to the template using the top and left panel tools. Insert and customize text, pictures, and fillable areas. Whiteout unneeded details, highlight important ones, and provide comments on your updates.
• Send the form to others via email, create a link for faster document sharing, export the template, or save it on your device.
• Sign the form by drawing your signature, typing it, uploading an image, or using your mobile device as a signature pad.

Alternatively, you can access and make changes to your Primerica life insurance policy through the MyPrimerica client portal. After registering and signing in, you will be able to update your beneficiaries, make payments, add a child to your policy, or convert a child rider to an adult policy. Please note that beneficiary changes for life policies are only available in Ontario, Alberta, and Quebec, Canada.

How to submit the form

To submit the Primerica beneficiary change form, you can follow these steps:

• Edit the form online: Go to the Primerica website or portal and access the change of beneficiary form. You can then edit the form by typing text, adding or removing images, blacking out confidential details, and adding comments or highlights.
• Sign the form: You can draw, type, or upload your signature, or use your mobile device as a signature pad.
• Share the form: You can send the completed form via email, link, or fax. You also have the option to download, export, or print it.
• Use an online platform: For added security and convenience, consider using an online platform such as DocHub or airSlate SignNow. These platforms offer various features, such as electronic signatures, cloud storage, and compliance with global standards for electronic signatures.

Remember to review the form carefully before submission and ensure that all required fields are completed accurately. Keep a copy of the completed form for your records.

What to do if the beneficiary is a minor

If the beneficiary of your Primerica life insurance policy is a minor, a person who is empowered to act on behalf of the minor beneficiary must sign the life insurance claim form. This could be the minor beneficiary's legal guardian or someone with power of attorney. You will also need to provide supporting documents, such as a letter of financial guardianship of the minor beneficiary or a certified letter of guardianship of the beneficiary's estate. The minor child's Social Security number or Social Insurance number must be shown on the beneficiary information page of the claim form.

It is important to note that the process of changing a beneficiary on a life insurance policy may vary depending on the company and the specific policy. In general, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance plan. In some cases, you may be able to make changes online or through a mobile app. However, in other cases, you may need to complete, sign, and mail a paper form.

If you have a Primerica life insurance policy, you can access and make changes to your policy, including updating your beneficiaries, through the MyPrimerica client portal. MyPrimerica is designed to help you build a solid financial plan and achieve your financial goals. It offers a variety of features, including secure access to important documents, the ability to update your account settings, and interactive financial guidance tools.

To use MyPrimerica, you must have an active Primerica life insurance policy or one or more open investment accounts. You can register for an account on the MyPrimerica website and then sign in to access your policy and make any necessary changes. Keep in mind that beneficiary changes for life policies may only be available for policies issued in certain locations, such as Ontario, Alberta, and Quebec in Canada.

What to do if the beneficiary lives outside the US

If you are a Primerica Life Insurance policyholder and wish to change your beneficiary, you can do so by contacting the company directly. You can also make changes to your policy online via the MyPrimerica client portal. However, beneficiary changes for life policies are currently only available for policies issued in Ontario, Alberta, and Quebec, Canada.

If the beneficiary of a Primerica Life Insurance policy lives outside the US, they will need to complete and submit the following documents:

• A copy of the life insurance death claim form
• A certified death certificate
• A copy of their state or federal-issued identification
• A Citizenship Certification Form (IRS-Form W8BEN)

It is important to note that the Estate Account option is not available to beneficiaries residing outside the United States, and all benefits are paid in US dollars.

For further assistance, you can contact Primerica's MyPrimerica phone number at 800-257-4725 in the US or 800-387-7876 in Canada.

How to change your beneficiary online

To change your beneficiary online for your Primerica life insurance, you will need to fill out a Primerica life insurance change of beneficiary form. You can do this through an online editor such as DocHub or airSlate SignNow.

Firstly, find the correct form online. You can do this by searching for the Primerica change of beneficiary form online. Once you have found the correct form, read all the field labels carefully.

Next, you can begin to fill out the form. Enter your official contact and identification details, including your full name, address, and social security number. You will also need to enter the policy number.

Then, apply a check mark to indicate your choices where required. You can also add any additional comments or details where necessary.

Double-check that all the fillable fields are correct and complete. Then, use the Sign Tool to add your electronic signature to the form.

Finally, press Done and your form is complete. You can now print, download, or share the document.

You can also change your beneficiary by contacting Primerica directly. You can do this by calling the MyPrimerica phone number at 800-257-4725 in the US or 800-387-7876 in Canada.

Frequently asked questions