Resources & Forms

Download and print the form you need, then mail the completed form to us. Click a form category to show only those forms. If the form you need isn't available below, please contact us.

Change of Beneficiary Form - Form #13977

Use the change of beneficiary form to change a primary or contingent beneficiary designation.

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Additional Beneficiaries Designation Supplement to Beneficiary Change Request - Form #17963

Use this form to elect Additional Beneficiaries for your contract(s), if you do not have enough space on Form 13977 (Beneficiary Change Request).

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Change of Beneficiary for Indexed Survivorship Universal Life Supplemental Insured Rider Form

Use this form to change the beneficiaries for your Indexed Survivorship Universal Life (ISUL) Supplemental Insured Rider.

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Trust Verification Form - Form #16541

Used by policy owners, in lieu of the complete copy of the trust, to certify the name, date and trustees of their trust.

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Bank Authorization Form - Form #15036
 
To have your premium payments automatically deducted from your checking account, submit this form and a void check or Specification Sheet from your account. Please contact the Home Office at least ten days prior to your draft date for any changes to an existing Pre-Authorized Check agreement.
 
 
Policy Loan Request Form - Form #15035
 
Used by policy owners to request a loan from their life insurance policy.
 

Change of Ownership Form - Form #15028

Use this form to transfer the ownership of your policy.

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Authorization to Release Information - Form #17624

Use this form to agree to an information release.

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Address Change Request - Form #19400

Used by policy owners to notify us in the event of a change to the current address on file.

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Name Change Request - Form #17884

Used by policy owners to notify us in the event of a legal name change.

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Request for Co-Ownership - Form #16283

This form is to be utilized any time there will be more than one owner.

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Pension Plan Verification - Form #17982

Use this form to verify your pension plan.

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Collateral Assignment – Form #15038

Use this form to assign the rights and privileges of your policy to another person or entity.

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Surrender Request – Form #15032

Use this form to surrender your policy.

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Service Request – Form #15031

Use this form to make changes to billing, dividend elections, tax withholdings, beneficiaries and address for your policy.

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Withdrawal Request – Form #15034

Use this form to request withdrawals from your policy.

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Wellness for Life® Program Rewards Qualification Form -  Form #16489

Used to stay qualified for the Wellness for Life® program. Complete the Wellness for Life® Program Qualification Form and have it signed by your doctor/health care provider at your regularly scheduled routine physical.

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