Get Complete Request For Service Form - Fidelity And Guaranty Life

Filling out the Complete Request For Service Form is a straightforward process that allows users to make necessary changes to their insurance policies with Fidelity And Guaranty Life. This guide provides clear, step-by-step instructions to assist users in completing the form with ease and confidence.

Follow the steps to fill out the form accurately and efficiently.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editing tool.
2. Begin by entering the contract number in the designated field at the top of the form.
3. Select the appropriate checkbox indicating what type of request you are making, such as ‘Insured/Annuitant,’ ‘Change Beneficiary,’ or other options.
4. If changing a beneficiary, provide the name, social security number, date of birth, relationship to the insured/annuitant, and complete mailing address for both primary and contingent beneficiaries.
5. For a name change, indicate from which former name to the new name, along with the social security number and reason for change, attaching legal evidence if necessary.
6. If changing the mailing address, input the new address and select the person whose address is being updated—insured/annuitant or owner.
7. To adjust the mode of payment for premiums, select one of the payment options available (annual, semi-annual, quarterly) and indicate any planned changes.
8. Finalize any changes related to dividends by selecting the appropriate options for dividend management or surrendering dividend value if applicable.
9. Review all information completed in the form for accuracy and completeness.
10. Once completed, save any changes made, and you may then download, print, or share the form as needed.

Take the next step in managing your insurance needs by completing your request online.