Change Policy Information
This form is used to request an address change on a life insurance or fixed annuity policy.
Booklet contains following form #’s 15-43505-06; 15-47910-00; 15-40749-02; 15-16547-09
This booklet is used for ownership, beneficiary, or name changes and includes additional forms that may be needed for an ownership change.
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.
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
This form is used to request a loan on a life insurance policy.
This form is used to surrender/cancel an existing life insurance or annuity policy.
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
This form is used to request changes to billing and premium information on in-force life insurance policies.
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
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.
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
Request a Duplicate Copy of Your Policy