Making a Name Change

When is a name change required?

A name change is required when the name of the insured and/or policy owner has been legally changed. With the form, we may also request a copy of any legal document such as a marriage certificate, divorce/adoption decree, or court order.

How do I make a name change?

Name change requests can be made by completing and submitting the Name and Address Change Form. Once completed, you may email it to us at records@sbli.com, fax it to 781-994-4240, or mail it to SBLI, P.O. Box 4048, Woburn, MA 01801-4048.

There are unique requirements for signing the name change form:

• If the name change is for the insured but the policy owner is someone other than the insured, then only the policy owner’s signature is needed.
• If the name change is for the policy owner, then the policy owner must sign the form with his/her former name, as well as his/her new name.
• If the policy is jointly owned , then both the insured and the policy owner must sign.
• If the policy is owned by a trust, the trustee must sign and include the name and date of the trust. If there are multiple trustees, only one signature is needed.
• If the policy is owned by a corporation, a corporate resolution listing all officers who are authorized to sign on behalf of the corporation is required. Only one signature is required (other than the insured) from among that list, with the signing person’s title shown.
• If a corporate resolution is not available, two corporate officers (other than the insured) are required to sign and indicate their titles. If the insured is the only corporate officer, then he/she should sign and indicate his/her title.

You’ll receive a confirmation once the name change is complete. Please keep a copy of the confirmation with your original policy.