Traditional Forms

Life Insurance & Annuities

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.

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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

Mail or Fax

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

Mail or Fax

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

Mail or Fax

Transfer of Ownership / Designation of Successor Owner Form

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

Mail or Fax

Transfer of Ownership Kit

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

Mail or Fax

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

Mail or Fax

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

Mail or Fax

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

Mail or Fax

Partial Withdrawal Form

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

Call Us: 1-800-225-5695

Mail or Fax

Dividend Option Change Form

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

Call Us: 1-800-225-5695

Mail or Fax

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

Mail or Fax

Dividend Withdrawal Form

Use this form to withdraw dividends from your policy.

Call Us: 1-800-225-5695

Mail or Fax

Name Change Request Form

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

Mail or Fax

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.

Mail or Fax

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

Mail or Fax

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

Mail or Fax

Instructions for the Form W-8BEN

Instructions to complete the IRS Form W-8BEN.

Mail or Fax

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

Mail or Fax

Instructions for the Form W-8BEN- E

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

Mail or Fax

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

Mail or Fax

Instructions for the Form W- 8ECI

Instructions to complete the IRS Form W-8ECI.

Mail or Fax

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

Mail or Fax

Instructions for the Form W- 8EXP

Instructions to complete the IRS Form W-8EXP.

Mail or Fax

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

Mail or Fax

Instructions for the Form W- 8IMY

Mail or Fax

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