FAQs : Name & Address Changes
Name & Address Changes - FAQs
 
How do I change the name on a policy?  
We will only honor a request from the owner of the policy or the owner's legally designated representative to change the name of an insured, beneficiary, or owner on a policy. A name change is necessary when the name of the owner, beneficiary, or insured has been legally changed. This may result from marriage, divorce, adoption, etc. If the owner of the policy is a trust, only one trustee’s signature and title is required. If the owner of the policy is a corporation or business, only one company officer’s signature and title is required (President, Vice President, Secretary, Sole Proprietor, etc.). Complete the Name Change Request Form, obtain all required signatures, and send it to Americo. We recommend you keep a copy for your records.
 
What information is needed to complete the name change? 
To make a name change on a policy, you will need to submit the following to our office:
  1. A specific request for a name change, in writing, using the Name Change Request Form.
  2. Signature of the owner (not the agent), and
  3. All legal documentation showing the change, such as a copy of a marriage certificate, divorce decree, adoption decree, or a court order.
We also recommend that you complete a W-9 with your new signature. This will assist us in expediting any future policy change request.
 
How do I change the address on a policy?  
The owner of the policy or an active writing agent for Americo may change the address on a policy by completing an Address Change Request Form, obtaining all required signatures, and sending it to Americo. We recommend you keep a copy for your records. We can also take an address change over the phone, with proper security checks. 

For additional information or questions, please contact us at 800.231.0801.
 
 
Beneficiary Changes     Ownership Changes     Name & Address Changes