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NYLIFE Securities
MainStay Mutual Funds
Retirement Plan Services

Need help?

1 (800) CALL.NYL
1 (800) 225-5695

9a.m. - 7p.m. EST
Monday - Friday

 

The best way to fill out or make changes to your forms is our Self-Service channel on my account. If you need further assistance, we recommend calling our Customer Service Center.

My Payment Preferences Form

Use this form to set up a payment arrangement in which premiums are paid monthly by automatically deducting the money directly from your checking or savings account.

Call Us: 1-800-225-5695

Change of Beneficiary Form

Use this form to change the beneficiary on your policy. Do not use this form if your policy is a family plan or if it has rider insureds.

Call Us: 1-800-225-5695

Change of Beneficiary Form - Multiple Insureds

Use this form to change your beneficiary if your policy is a family plan or if it has rider insureds.

Call Us: 1-800-225-5695

Transfer of Ownership / Designation of Successor Owner Form

Use this form to make the most standard transfer of ownership requests.

Call Us: 1-800-225-5695

Transfer of Ownership Kit

Use this kit to transfer ownership, setup a Check-O-Matic arrangement to pay your premiums, and change your beneficiary.

Call Us: 1-800-225-5695

Loan Form

Use this form to request a loan against the cash value of your policy, while still maintaining your insurance coverage.

Call Us: 1-800-225-5695

Loan Repayment Check-O-Matic Form (Whole Life and Universal Life Policies)

Use this form to set up a payment arrangement in which loan repayments are paid monthly by automatically deducting the money directly from your checking account.

Call Us: 1-800-225-5695

Loan Repayment Check-O-Matic Form (Target Life Policies)

Use this form to set up a payment arrangement in which loan repayments are paid monthly by automatically deducting the money directly from your checking account.

Call Us: 1-800-225-5695

Partial Withdrawal Form

Use this form to request a partial withdrawal from your Target, Universal, or Annuity policies.

Call Us: 1-800-225-5695

Statement of Trust Form

Use this form to change the beneficiary or ownership of your policy to a Trust.

Call Us: 1-800-225-5695

Dividend Withdrawal Form

Use this form to withdraw dividends from your policy.

Call Us: 1-800-225-5695

Dividend Option Change Form

Use this form to request a change in the dividend option of your policy.

Call Us: 1-800-225-5695

Name Change Request Form

Use this form to process a change of Name on your policy.

Call Us: 1-800-225-5695

If you are a US person, use this form to: certify that the Taxpayer Identification Number (TIN) you are giving is correct (or you are waiting for a number to be issued); certify that you are not subject to backup withholding; or claim exemption from backup withholding if you are a U.S. exempt payee.

IRS Form W-4P - Withholding Certificate for Pension or Annuity Payments

If you are a US person, use this form for all annuity contracts and annuity death claims.

IRS Form W-9 - Request for Taxpayer Identification Number and Certification

IRS Form W-8BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Individuals)

Instructions for the Form W-8BEN

Instructions to complete the IRS Form W-8BEN.

IRS Form W-8BEN-E - Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)

Instructions for the Form W-8BEN- E

Instructions to complete the IRS Form W-8BEN-E.

IRS Form W-8ECI - Certificate of Foreign Person"s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States

Instructions for the Form W- 8ECI

Instructions to complete the IRS Form W-8ECI.

IRS Form W-8EXP - Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting

Instructions for the Form W- 8EXP

Instructions to complete the IRS Form W-8EXP.

IRS Form W-8IMY - Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting

Instructions for the Form W- 8IMY

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