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For your convenience, find the life insurance and annuity service forms you need below.*

What would you like to do?

Change a beneficiary designation Policy Service Form - 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.   
Change mailing address Policy Service Form - Complete the Change of Mailing Address section on Page 1 and the Signature section on Page 2.
Change or correct name of insured or owner Policy Service Form with W-9 Taxpayer ID Certification - 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.
Change an ownership designation Policy Service Form with W-9 Taxpayer ID Certification - 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).

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. 

Change premium payment method to EFT or update banking information Pre-Authorized Withdrawal Agreement - Complete, sign and date form. 

Request a collateral assignment Conditional Assignment of Policy - Complete Page 1. 
Release a collateral assignment Conditional Assignment of Policy - Complete Page 2.  

Remove a rider Policy Change Form - Complete Change Base Policy section on Page 1 indicating which rider is to be removed and complete the Signature section on Page 2. 
Add a child to an existing Children's Term Rider  Policy Service Form - Complete the Addition of Child to Existing Children's Term Rider and Signature sections on Page 2. 
Review the Life Insurance Buyer’s Guide  Life Insurance Buyer's Guide (All states except ME, NJ)
Life Insurance Buyer's Guide (ME)
Life Insurance Buyer's Guide (NJ) - 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. 
Review the Annuity Buyer’s Guide  Buyer's Guide to Fixed Deferred Annuities (All states except MT, NM)
Buyer's Guide to Fixed Deferred Annuities (MT, NM) - Understand the differences among various annuities so you can choose the kind that best fits your needs. 
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.

Return completed, signed forms to Cincinnati Life.


Mail:

Life Policy Services
The Cincinnati Life Insurance Company
P.O. Box 145496
Cincinnati, OH 45250-5496

Fax:

513-870-2099

Email:

CLICPolicy_Service@cinfin.com

Contact Us:

Service Area Topic Phone Fax
Life Claims Report a claim or check claim status 888-212-6970 513-870-2969
Life Policy Services

Questions concerning beneficiaries, loans or withdrawals, annuity payouts, required minimum distributions, supplemental contract payouts, structured settlements, 1099s, reinstatements, conversions and other general questions

 800-783-4479 513-870-2099
Premium Accounting Premium payments, billing notice questions, bank draft account changes/updates 877-564-0214 513-870-2095

*Unless otherwise indicated, forms are applicable in all states except New York.