Get Request For Policy Change 165e - Bank Of Montreal

This guide provides you with step-by-step instructions for completing the Request For Policy Change 165E form from the Bank Of Montreal online. It aims to support users of all experience levels in accurately filling out the necessary information.

Follow the steps to complete your policy change request.

1. Click the ‘Get Form’ button to access the Request For Policy Change 165E form and open it in your preferred editor.
2. In Section A, enter the policy information. Fill in the policy number, and provide the policy owner’s full name and date of birth. Repeat the same for the name of the life insured and their date of birth.
3. Proceed to Section B, where you will specify the type of change you are requesting. If you want to decrease the sum insured, provide the name of the life insured, the type of coverage or rider, the current sum insured, and the new sum insured for each applicable insured.
4. If you wish to remove a coverage, benefit, or rider, indicate the name of the life insured, type of coverage, and the sum insured for that coverage.
5. For universal life changes, specify any switches, death benefit changes, or planned premium adjustments. For instance, indicate if you are changing to a level cost of insurance or modifying the investor advantage options.
6. In Section C, all policy owners must review and sign the document. If there are multiple owners, ensure that both signatures are included, along with any signatory titles if applicable.
7. Include the city or town of signing, the province, and the date for the signatures collected in Section C.
8. Finally, review all entered information for accuracy. Once verified, save your changes, download the completed form, print it, or share it as needed.

Take the first step in updating your policy by completing the Request For Policy Change online today.