Life Service Forms

• Change a beneficiary designation – Complete the Beneficiary Change/Designation section on Page 1 and the Signature section on Page 2. Qualifying witnesses include any adult other than the insured, designated beneficiary or policyowner.
  • Policy Service Form (All states except CA)
  • Policy Service Form (CA)
• Change mailing address – Complete the Change of Mailing Address section on Page 1 and the Signature section on Page 2.
  • Policy Service Form (All states except CA)
  • Policy Service Form (CA)
• Change or correct name of insured or owner – Complete the Name Change/Correction and Signature sections on Page 2 along with the included W-9 for the individual whose name is being changed/corrected.
  • Policy Service Form with W-9 Taxpayer ID Certification (All states except CA)
  • Policy Service Form with W-9 Taxpayer ID Certification (CA)
• Change an ownership designation – Complete the Ownership Designation section on Page 1 and Signature sections on Page 2 along with the included W-9 for the new owner(s).
  • Policy Service Form with W-9 Taxpayer ID Certification (All states except CA)
  • Policy Service Form with W-9 Taxpayer ID Certification (CA)

• Request a loan, partial withdrawal or surrender on your LIFE insurance policy:
  • Policy Service Form with W-9 Taxpayer ID Certification (All states except CA)
  • Policy Service Form with W-9 Taxpayer ID Certification (CA) - Complete the service form indicating the desired transaction. The policyowner must sign and date the service form and the included W-9.
  • Electronic Funds Transfer - Use to request deposit directly into savings or checking account.

• Request a partial withdrawal, distribution or surrender from your ANNUITY contract:
  • Annuity Service Form with W-9 Taxpayer ID Certification (All states except ME)
  • Annuity Service Form with W-9 Taxpayer ID Certification (ME) - Complete Page 2 and the Signature section on Page 3 along with the W-9 for policyowner requesting the transaction.
  • Electronic Funds Transfer - Use to request deposit directly into savings or checking account

• Request annuitization/settlement option on your ANNUITY contract:
  • Annuity Service Form with W-9 Taxpayer ID Certification (All states except ME)
  • Annuity Service Form with W-9 Taxpayer ID Certification (ME) - Complete Page 1 and the Signature section on Page 3 along with a W-9 for policyowner requesting annuitization/settlement option.
  • Electronic Funds Transfer - Use to request deposit directly into savings or checking account.

• Change or add an electronic funds transfer deposit – Electronic Funds Transfer - Use to request deposit directly into savings or checking account.
• Request a lost policy certificate – Policy Service Form - Complete the Lost Policy Certificate or Duplicate Policy Request and Signature sections on Page 2.

Pre-Authorized Withdrawal Agreement – Complete, sign and date form.

• Request a collateral assignment – Complete Page 1.
• Release a collateral assignment – Complete Page 2.

• Remove a rider – Complete Change Base Policy section on Page 1 indicating which rider is to be removed and complete the Signature section on Page 2.
  • Policy Change Form (All states except CA)
  • Policy Change Form (CA)
• Add a child to an existing Children's Term Rider – Complete the Addition of Child to Existing Children's Term Rider and Signature sections on Page 2.
  • Policy Service Form (All states except CA)
  • Policy Service Form (CA)
• Review the Life Insurance Buyer’s Guide – Learn how to find a policy that meets your needs and fits your budget, decide how much insurance you need and make an informed decision when buying a policy.
  • Life Insurance Buyer's Guide (All states except ME, NJ)
  • Life Insurance Buyer's Guide (ME)
  • Life Insurance Buyer's Guide (NJ)
• Review the Annuity Buyer’s Guide – Understand the differences among various annuities so you can choose the kind that best fits your needs.
  • Buyer's Guide to Fixed Deferred Annuities (All states except MT, NM)
  • Buyer's Guide to Fixed Deferred Annuities (MT, NM)
• Report a Life, Annuity or Disability Claim – Life Claims Process - Download the necessary forms, find contact information and learn what to expect during the process.