Get Non-financial Change Form Protective Life Insurance

This guide provides a step-by-step approach to completing the Non-Financial Change Form for Protective Life Insurance. By following these instructions, users can ensure their information is accurately submitted online to facilitate necessary changes.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to access the Non-Financial Change Form and open it in your preferred browser.
2. Begin by entering the participant's personal information at the top of the form, including their name, contract number, and daytime phone number.
3. In Section 1, indicate if you are updating the address. Select the appropriate box (Owner, Insured, Annuitant, Beneficiary, or Contingent Annuitant), then provide the new street address, city, state, zip code, and telephone number.
4. Proceed to Section 2 for name changes. Check the applicable box to identify who is changing their name. Fill in the previous name, specify the reason for the name change, and provide a new name, along with the required signatures.
5. If you need to change the maturity date, complete Section 3 by specifying the new maturity date and consult your plan administrator for any plan restrictions.
6. In Section 4, update beneficiary information. Fill in the primary and contingent beneficiaries' names, street addresses, relationship to the owner, percentages, dates of birth, and social security numbers. Ensure the total percentages equal 100%.
7. Section 5 pertains to ownership changes. Indicate if you are changing the owner or joint owner, and provide the new owner's details including signature, street address, and social security number.
8. For an annuitant change, complete Section 6 by indicating whether it is for the annuitant or joint annuitant, and provide the new annuitant's details.
9. Use Section 7 for any special instructions or additional information that may pertain to your request.
10. Lastly, fill out Section 8 with the necessary signatures from the owner(s), participant, and plan administrator. If applicable, include the spouse's signature and date.

Complete your Non-Financial Change Form online today to ensure your updates are processed efficiently.