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.

Call Us: 1-800-225-5695

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.

Call Us: 1-800-225-5695

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

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

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

Name Change Request Form

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

Call Us: 1-800-225-5695

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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