Life Insurance Forms

Please select a topic from the list below.

Change Policy Information

Address Change Request

This form is used to request an address change on a life insurance or fixed annuity policy.

Ownership, Beneficiary, or Name Change Request Booklet

This booklet is used for ownership, beneficiary, or name changes and includes additional forms that may be needed for an ownership change.

Change Authorizations

Other Interested Party Authorization Request

This form may be used for a life insurance or fixed annuity policy to: authorize an interested party, request and receive policy information, remove an interested party, or stop/start duplicate mailings to an interested party.

Transaction Authorization (For Telephone/Electronic Requests)

This form is used to authorize the Policyowner to make telephone or electronic requests that are available on the policy, or to authorize a party other than the policyowner to make telephone or electronic requests. In the state of WA, if another party is appointed, a witness's signature is required.

Take Money Out of the Policy

Loan Request

This form is used to request a loan on a life insurance policy.

Surrender Request

This form is used to surrender/cancel an existing life insurance or annuity policy.

Withdrawal Request

This form can be used to request withdrawals of cash value and dividends and surrender paid-up additional insurance on a life insurance or fixed annuity policy.

Make Billing Changes

Billing and Premium Change Request

This form is used to request changes to billing and premium information on in-force life insurance policies.

Electronic Funds Transfer (EFT)

This form is used to establish and change EFT requests for premium payments on life insurance & fixed annuity policies and policy loan repayments on life insurance policies only.

Make an Investment Change

In Force Variable Life Investment Option Services

This form is used to allocate payments, rebalance and/or transfer investment options using the variable transfer services available on your variable life insurance policy.

Indexed Products Transfer Request-IUL

This form is used to request one-time transfers, payment transfers, scheduled indexed transfers or segment maturity reallocations. Transfer requests received later than 2 business days prior to the transfer date are not eligible for transfer until the next transfer date.

Request Summary of Your Policy

Certificate of Insurance/Duplicate Policy Request

This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.

Request a Duplicate Copy of Your Policy

Certificate of Insurance/Duplicate Policy Request

This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.

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