Help and Support

Variable Universal Life Forms

Form Usage Form Name
Change ownership of the policy. PLEASE NOTE: A W-9 must also be completed and returned with this Absolute Assignment form. Absolute Assignment
Change ownership of the policy with multiple owners. PLEASE NOTE: A W-9 must also be completed and returned with this Absolute Assignment form. Absolute Assignment (Multiple Owners)
Payer's request for taxpayer identification number. Must be completed and returned along with Absolute Assignment form(s). W-9
Beneficiary change form and instructions Change of Beneficiary Request Form
Guidelines to making changes and requesting distributions on your policy/contract by phone or internet Phone and Internet Distribution Guidelines
Change automatic payment plan, change amount of premium reminder, transfer funds, take loan, partial withdrawal, payment allocation Service Form

Customer Support

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