Name Change Request Form for Insurance Policies
This Name Change Request form is essential for policyholders of Lincoln Heritage Life Insurance Co. It allows you to officially request a name change for the insured, owner, or beneficiary associated with a policy. Ensure you follow the instructions carefully for a seamless submission process.
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How do I fill this out?
To fill out this form, carefully print your information in ink. Ensure that all name designations are the full legal names. After completion, the policy owner must sign the form before submission.

How to fill out the Name Change Request Form for Insurance Policies?
1
Print the form clearly in ink.
2
Provide full legal names for all designations.
3
Ensure the policy owner signs the form.
4
Enter the reason for the name change.
5
Submit the completed form as directed.
Who needs the Name Change Request Form for Insurance Policies?
1
Policy owners who have changed their name due to marriage.
2
Beneficiaries needing to update their names after divorce.
3
Individuals adopting children who want to update names.
4
Heirs who have inherited a policy and need a name change.
5
Insured individuals updating their legal names for any reason.
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What are the instructions for submitting this form?
To submit your completed Name Change Request form, you can email it to service@lhlic.com or fax it at 602-808-0521. You may also mail the physical copy of the form to Lincoln Heritage Life Insurance Co., 4343 E. Camelback Rd., Phoenix, AZ 85018. Ensure that you include any required identification or documents as specified. It is advisable to keep a copy of the submitted form for your records.
What are the important dates for this form in 2024 and 2025?
Keep an eye on the deadlines for submitting name change requests for the years 2024 and 2025. It is advisable to submit the form ahead of significant life events, such as marriage or adoption. Ensure your records are accurate by adhering to the submission timelines provided by the insurance company.

What is the purpose of this form?
The purpose of the Name Change Request form is to update the records associated with an insurance policy when the name of the insured, owner, or beneficiary changes. This form is essential for maintaining accurate and up-to-date information within the insurance company's records. By properly submitting this form, policyholders can ensure that their insurance coverage remains valid and properly reflects their current legal name.

Tell me about this form and its components and fields line-by-line.

- 1. Policy Number: Unique identifier for the insurance policy.
- 2. Insured Name: Full legal name of the insured individual.
- 3. Owner: Name of the policy owner, if different from the insured.
- 4. Old Name: Previous name to be replaced.
- 5. New Name: New name to be registered.
- 6. Reason for Change: Justification for the name change requested.
- 7. Signature of Owner: Signature confirming the request from the policy owner.
- 8. Date: Date of submission of the form.
- 9. Phone Number: Contact number for follow-up.
What happens if I fail to submit this form?
Failure to submit this form may lead to outdated information in your policy. This can cause complications during claims or inquiries regarding your insurance coverage. It is crucial to submit the form accurately to avoid any issues.
- Outdated Policy Information: Inaccurate records can lead to problems during claims.
- Increased Processing Time: Delays in processing your name changes.
- Potential Denial of Claims: Inconsistencies in the policy details may affect claims.
How do I know when to use this form?

- 1. After Marriage: To update your name to reflect marital status.
- 2. Following Divorce: To change the name back to your maiden name.
- 3. Due to Adoption: When adopting a new name legally.
- 4. When Inheriting a Policy: To change beneficiary information.
- 5. During Legal Name Change: When a court-ordered name change is enacted.
Frequently Asked Questions
How do I request a name change using this form?
Fill out all required fields on the Name Change Request form and submit it as per the instructions.
What if I make a mistake while filling out the form?
You can edit the form using our PrintFriendly editor to correct any mistakes before submission.
Is there a deadline for submitting this name change request?
Ensure that your form is submitted as soon as possible to avoid delays in processing your name change.
Can I submit this form online?
Yes, follow the submission instructions for online options if available.
What happens after I submit the form?
Once received, we will process your request and send a confirmation copy to you.
Do I need to provide identification?
Yes, it is advisable to include a form of identification to verify your name change.
Can beneficiaries submit this form?
Only the policy owner can submit the form, but beneficiaries may request assistance.
What is the processing time for name changes?
Processing times can vary; check with customer service for specific timelines.
Are there fees associated with this name change request?
There may be fees; please check the policy documentation or contact customer support.
How will I be notified of changes?
You will receive a confirmation by mail once your name change is processed.
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