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 |  |
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| Change my address | Online Address Change | |
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| Change my beneficiary | Change of Beneficiary | |
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| Change the owner of the contract | 
Change of Owner(View Sample) |
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| Request an Endorsement for Designation of Contingent Owner |
Change of Contingent Owner (View Sample) |
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| Change or correct my name on the contract |
Name Change
(View Sample) |
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| Apply for a loan on my universal life contract |
Universal Life Loan (View Sample) |
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| Apply for a loan on my whole life contract |
Whole Life Loan
(View Sample) |
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| Request for Cash Surrender |
Surrender Form |
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| Need a new copy of my contract | Lost Contract | |
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| Make a withholding election |
Withholding Election (View Sample) |
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*Must be completed by bank account holder.