Form Cs06893 - Beneficiary Change For Life Policy - Comal Isd Page 4
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4AUTHORIZATIONS AND SIGNATURES
Please sign and date below.
SIGNATURE REQUIREMENTS
Owner
Signature(s) Required
Individual(s)
Policy Owner(s)
Corporation, Bank or Financial Institution Signature of one offi cer with title, and a corporate resolution which names all offi cers
authorized to sign on behalf of the corporation; or two offi cers signatures, with title,
without corporate resolution.
Conservator or POA
Signature of Conservator or POA with title. We require Letter of Conservatorship along
with court order designating conservator/guardian or copy of the POA document to be
on fi le. If POA is dated more than 3 years, we require an affi davit to accompany the
request. Signature Example: John Doe, POA for Jane Doe.
Trust
Signature of all Trustee(s) with title as authorized by the required trust documentation.
We require the title pages (which indicate the full name of the trust with the date of trust
along with the trustee names) and signatory pages of trust.
Partnership or LLC
We require one general/managing partner signature with title and a copy of the
Partnership agreement for Partnerships OR one managing member’s signature with title
and a copy of the operating agreement for LLCs.
Custodian/Minor
We require court order - “Letter of Guardianship” or UGMA or UTMA paperwork. (If the
custodian designation was completed on page 3, additional paperwork is not required.)
Signed by a “X”
If signor is unable to sign and must sign with an “X,” we require signature be notarized.
Stamped signatures
We will not knowingly accept a stamped signature.
All other interested parties
Contact customer service to verify signature(s) needed.
*If you are signing the form in any capacity other than an individual an appropriate title is required.
**A witness signature of a disinterested party is required in the state of Massachusetts.
__________________________________________________________________________
_______________________________
Owner’s Signature
Date
__________________________________________________________________________
_______________________________
Name (print or type)
*Title
__________________________________________________________________________
_______________________________
Owner’s Signature
Date
__________________________________________________________________________
_______________________________
Name (print or type)
*Title
__________________________________________________________________________
_______________________________
Other Required Signature (if applicable)
Date
__________________________________________________________________________
_______________________________
Name (print or type)
*Title
__________________________________________________________________________
_______________________________
Witness Signature (Massachusetts only)**
Date
Page 4 of 4
CS06893
9/12
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Parent category: Business