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?||Form||Fax||Online|
|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||Surrender Form|
|Need a new copy of my contract||Lost Contract|
|Make a withholding election||
*Must be completed by bank account holder.