Get Large Case Variable Life Plus (sl6) Fund Transfer Request Form

The Large Case Variable Life Plus (SL6) Fund Transfer Request Form is essential for transferring account values between account divisions and the guaranteed principal account. This guide offers step-by-step assistance to help users complete the form accurately and efficiently online.

Follow the steps to effectively complete the transfer request form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. In the top section of the form, print your contract number, policy number, insured’s names, owner’s name, owner’s taxpayer identification number, daytime telephone number, and email address in the spaces provided.
3. In the ‘Transfer FROM Dollar ($) or Percent (%)’ field, enter the amount being deducted. Also, specify the division name(s) or fund abbreviation(s) for transfers. Each division should be listed only once. Choose either whole percentages or dollar amounts, but do not mix both.
4. Next, in the ‘Transfer TO Dollar ($) or Percent (%)’ field, enter the amount being transferred and indicate the corresponding division name(s) or fund abbreviation(s). Again, ensure that each division is listed once. The total in the 'Transfer To' column should equal 100% if percentages are used or the total from the 'Transfer From' column if using dollars.
5. Have the policy owner sign the form. If there are multiple owners, all owners must sign. If the owner is a corporation, ensure that the title of the owner and the name of the corporation is printed. If applicable, the assignee must also sign.
6. Once all sections are completed and signatures obtained, you may choose to fax, email, or mail the form according to the customer service instructions provided. Retain a copy of the original and any confirmation statements for your records.

Complete your Large Case Variable Life Plus (SL6) Fund Transfer Request Form online today and ensure your account values are managed effectively.