Get Universal Life

Filling out the Universal Life form is an essential process for individuals looking to surrender their insurance policy. This guide provides a clear and comprehensive overview of each section of the form to assist you in completing it accurately and efficiently.

Follow the steps to complete the Universal Life form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete the section identifying the insurance company, selecting from Transamerica Life Insurance Company, Transamerica Occidental Life Insurance Company, Monumental Life Insurance Company, or Life Investors Insurance Company of America.
3. Provide your Social Security number and Policy number clearly in the designated fields.
4. Enter the insured person's name in the format: Last, First, M.I., followed by their home address.
5. Indicate the policy owner's name and their home address, including city, state, and zip code.
6. Select whether this is a new address by answering ‘Yes’ or ‘No’.
7. Identify the marital status by selecting either ‘Married’ or ‘Single’.
8. If the policy owner is married and resides in a community property state, the spouse must sign the form.
9. Specify the cash value or maturity value of the policy that is being surrendered.
10. Complete the section confirming the surrender of the contract, and include your signature along with the city and state.
11. If applicable, provide signatures from witnesses and any other individuals such as an assignee.
12. Ensure all signatures are written in full, using ink, and date the request on the day it is signed.
13. Save your changes, download, print, or share the completed form as needed.

Complete your Universal Life documents online today!