Forms

Below are forms that can be downloaded or printed from your browser. You will need Adobe Acrobat Reader. You can obtain Acrobat by clicking on the button below.

• Automatic Premium Payment Change- Use this form to change your bank or method of premium payment for automatic monthly withdrawals.
• Name and/or Address Change- Use this form to update your last name or address.

• Life Policy Beneficiary Change- This form allows you to make any changes to the beneficiary designation on your life insurance policy.
• Life Policy Absolute Assignment- Use this form to change the ownership on a life insurance policy. Please note that the form must be notarized.
• Cash Surrender Value Request- Use this form to cancel your life insurance policy with cash value and receive the cash surrender value.
• Partial Cash Surrender Value Request- Take a partial withdrawal from the cash value of your LifeSavings policy but maintain coverage with decreased death benefit.
• Policy Loan Agreement- Use this form to borrow from the cash value on a policy. Interest will be charged to loan balance until the loan is paid in full. Check the policy for the interest rate.
• Extended Term Insurance Request- Request to use cash value to extend length policy without paying any further premium payments. Death benefit will remain the same but coverage will end before maturity date.
• Termination of Term Life Insurance- Use the form to cancel term life insurance policy.
• Dividend Options- If dividends are earned, this form will change the way dividends are paid.
• Reduced Paid-Up Insurance Request- To use the cash value to reduce death benefit without any further premium payment. Coverage will end on maturity date.
• Proof Of Death- This form is required when filing a Death Claim for a Life Insurance Policy. Used in conjunction with the W-9 form.
• W-9 Form- This form is required when filing a Death Claim for a Life Insurance Policy. Used in conjunction with the Proof Of Death form.
• Deductible and/or Coinsurance Increase Form- Request for Deductible and/or Coinsurance Increase