Change of Name/Beneficiary Form
Use the Change of Name/Beneficiary Form if you currently have a policy with the AICPA Insurance Trust and would like to change your name and/or beneficiary you have on file with the Plan Agent. If you wish to assign your account, please complete a Assignment Form.
Click here to complete an on-line Change of Name/Beneficiary Form to be printed, signed and mailed.
Note: When completing this form on-line, you will need to have the following information: Name, Social Security Number and Account Number of the Insured.
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Click here to download and print a blank Change of Name/Beneficiary Form as a PDF file.
