Get Investment Products Change Form (inp-0124) - Empire Life - Empire

This guide provides clear instructions on accurately filling out the Investment Products Change Form (INP-0124) for Empire Life. Follow these steps to ensure your form is completed correctly and submitted effectively.

Follow the steps to complete your form with ease.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Enter the policy number, FundSERV Dealer/Rep code, Advisor code, and the owner's full name (first, middle, last) in the designated fields.
3. Select the type of transfer you wish to initiate by checking either 'One-time transfer' or 'Scheduled transfer'. If scheduling, indicate the transfer start date.
4. Fill in the existing fund details by providing the Fund Name and amount or percentage for the 'Transfer from' section. Repeat the process for the 'Transfer to' section.
5. If applicable, provide details for the Treasury Interest Options and Guaranteed Interest Options including terms and amounts as prompted.
6. Proceed to the 'Investment Instructions' section. Indicate how the additional deposit will be funded and specify details of the segregated funds including deposits and withdrawals.
7. If changing the Guaranteed Interest Option (GIO), indicate the GIO term upon reinvestment and select the interest income option frequency.
8. In the 'Surrenders' section, specify whether it is new or a change, and fill out the necessary details for the different surrender options available.
9. Complete the 'Pre-Authorized Debit (PAD)' section with the desired frequency and amount, including the start date.
10. Make sure to provide any special instructions that may be relevant to your changes.
11. Sign and date the declaration and authorization area. If applicable, ensure all required signatures are present before submission.
12. After all fields are completed, save changes to the document. You can then download, print, or share the form as needed.

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