Below are the most commonly requested forms. Some of the forms also include a sample completed for reference.
Please call us at:
Customer Service +1 800 283 9233, ext. 6814 between 8:15 a.m. and 4:30 p.m. Central Time Monday through Friday.
|What would you like to do?
|Set up bank draft *
|Online Bank Draft
|Change my address
|Online Address Change
|Change my beneficiary
|Change of Beneficiary
|Change the owner of the contract
Change of Owner
|Request an Endorsement for Designation of Contingent Owner
Change of Contingent Owner
|Change or correct my name on the contract
|Apply for a loan on my universal life contract
Universal Life Loan
|Apply for a loan on my whole life contract
Whole Life Loan
|Request for Cash Surrender
|Need a new copy of my contract
|Make a withholding election
*Must be completed by bank account holder.