Across
- 2. If a Name Change Form is NOT received, this must be sent to the customer...
- 6. This could be designated as PO, if no legal guardianship exists, a guardian cannot be designated as PO...
- 8. We can proceed with a name change even without a name change form if this type of documentation of the new name is provided.
- 9. A name change or correction is changed at this ID level for an individual or entity.
- 13. This form is created in Life Letters and used to add a joint owner.
- 15. This type of trust has the same date of creation as the date of the will...
- 17. A name change form must be signed and dated by all applicable parties within what time frame?
- 21. This term describes the relationship of the Beneficiary and the Insured and signifies that in the case of the Insured's passing, that person/entity would incur a financial loss or hardship.
- 23. Any request to change the beneficiary must be signed by...
- 25. An address change request for the Policy Owner is acceptable from the PO or...
- 27. A name change can be completed for any role on a Life policy EXCEPT...
- 28. This type of beneficiary designation gives the PO the right to change designation as many times as desired over the life of the policy.
Down
- 1. If this type of ownership exists, ALL policy owners must consent and sign off on any policy changes.
- 3. This person cannot enter into a legal contract and therefore cannot be designated as a Policy Owner.
- 4. This request on a Change of Beneficiary form is not preferred and will be converted to percentages.
- 5. This term designates that if the beneficiary is deceased at the time of the Insured's passing, the beneficiary's share will be paid to their surviving descendants.
- 7. This system should be used to update a foreign address.
- 10. If a beneficiary is not named, or the named beneficiary predeceases the Insured, the proceeds are paid to the Insured's...
- 11. A Change/Correction of Name Rider must be manually created in this platform.
- 12. In this state, the Policy Owner's spouse is required to sign any Change of Owner forms.
- 14. This must be sent with EVERY name correction.
- 16. This term refers to all legal rights to one person's insurance policy being transferred to another.
- 18. This type of assignment request should be transferred to a Specialist.
- 19. This beneficiary receives the proceeds from the life insurance policy if the primary and contingent (if any) have passed away.
- 20. In the case of a name change due to divorce (with a completed name change form), this person's review is NOT needed.
- 22. The party to whom ownership transfers upon death of the Policy Owner...
- 24. This type of assignment is a legal transfer of certain ownership rights as security for indebtedness (usually for a loan with a financial institution).
- 26. This person (or entity) receives funds, assets, property, or other benefits from a trust, will, or life insurance policy.