To update the beneficiary on a life policy, the policyholder (or their authorised adviser) typically needs to submit:

• A completed beneficiary change form




• Proof of identity for the policyholder




• Any supporting documents requested (e.g. authorisation letter or ID for the new beneficiary)



• The exact requirements depend on the policy type and internal processing rules. All submitted documents should be current and legible. It is best practice to retain a copy of the submission for future reference. Processing time can vary, and advisers are usually notified once the change has been confirmed.