Change Beneficiary

The following links are for life and disability policyholders with the AICPA Insurance Trust or the AICPA Group Insurance Trust.

Beneficiar(ies) for Individual Life Policy: If you wish ​​to update your Beneficiary, please do so by logging in to the AICPA Insurance Trust Online Self Service Center at www.trustmyaccount.cpai.com and submitting online. First time users must register.  Or, if you prefer, download, print and complete the Change of Beneficiary Form for Individual.

Paper forms may be remitted to the AICPA Insurance Trust via fax at 1-800-242-7248 or mailed to:

AICPA Insurance Trust
Aon Insurance Services
159 E. County Line Rd.
Hatboro, Pa 19040

 
Beneficiar(ies) for Employee of Covered Group Firm:  Please download, print and complete the Change of Beneficiary Form for Group.
 
Paper forms may be remitted to the AICPA Insurance Trust via fax at 1-800-242-7248 or mailed to:
 
AICPA Group Insurance Trust
Aon Insurance Services
159 E. County Line Rd.
Hatboro, Pa 19040

Change of Name or Assignment

Change of Name: If you have a name change print a blank Change of Name Form as a PDF file. Note: When completing this form, you will need to have the Name, Social Security Number and Account Number of the Insured.

Assignments: If you wish to change ownership and assign your account, download and print a blank Assignment Form as a PDF file. Note: When completing this form, you will need to have the Name, Social Security Number and Account Number of the Insured.