Get Request For Service Form - Colonial Life

This guide provides clear and comprehensive instructions on completing the REQUEST FOR SERVICE FORM for Colonial Life. Whether you are applying for a policy loan, withdrawal, or cancellation, this step-by-step approach will assist you in navigating the form with ease.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to download the REQUEST FOR SERVICE FORM and open it in your preferred document editor.
2. Begin filling out the form by providing your full name, including your last name, first name, and middle initial, in the designated fields.
3. Enter your street address and contact numbers, including your home and work phone numbers.
4. Input your Social Security number, city, state, and zip code to ensure proper identification.
5. Provide your date of birth in the specified format (MM/DD/YYYY) and check the box if the address listed is a new one.
6. Select one of the three options available for your request: Policy Loan, Withdrawal / Partial Surrender, or Policy Cancellation. Fill in any requested policy numbers and amounts for loans or withdrawals.
7. If you are requesting a policy loan, specify if you want the maximum available amount or a specific amount. Note that loans impact the surrender value of your policy.
8. For withdrawals, similarly indicate whether you are requesting the maximum amount or a specified amount. Remember that this reduces both your cash value and death benefit.
9. If canceling a policy or rider, clearly indicate which policies or riders to cancel and provide their respective policy numbers.
10. Complete the Tax Withholding Options section if applicable, choosing whether or not you want Federal Income Tax withheld.
11. Fill out the required signature section. Include your Social Security number, date of birth, mailing address, phone number, and email address.
12. Print your name, sign the form, and date it. Ensure that you have included the signature of any assignee if applicable.
13. Finally, save your changes, then either download, print, or share the completed form as necessary.

Start filling out your REQUEST FOR SERVICE FORM online today for a smoother process with Colonial Life.