Change of Name, Beneficiary or Transfer Ownership | Catholic Financial Life
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Change of Name, Beneficiary or Transfer Ownership

To request a change of beneficiary, your name or to transfer ownership of your policy please print out the Change of Beneficiary, Name and Owner form*, which is being provided in Adobe Acrobat (PDF) format.

To request a change of beneficiary or to transfer ownership to a trust, please print out the Change of Beneficiary, Name and Owner form*, which is being provided in Adobe Acrobat (PDF) format.

Complete the appropriate section(s) and mail the form to:

Catholic Financial Life
Member Services Department
1100 West Wells Street
Milwaukee, WI 53233

If you need further instructions, please feel free to contact your Advisor or the home office at (800) 927-2547.

*You will need Acrobat Reader to open the files. Download a free version of Acrobat Reader.

 

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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