Get Inforce Illustration Request Form

Filling out the Inforce Illustration Request Form online is a straightforward process that allows you to request important information regarding your life insurance policy. This guide will walk you through each section of the form, ensuring that you complete it accurately and efficiently.

Follow the steps to complete your form with ease.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by entering the insurance company’s name in the designated field at the top of the form, followed by its address and fax number, if applicable.
3. Provide the phone number for the insurance company, ensuring it is formatted correctly.
4. In the section regarding the policyowner, fill in the name of the individual or organization that owns the policy, followed by entering the corresponding policy numbers in the space provided.
5. Select the type of in-force illustrations you are requesting by marking the appropriate options. Include any specific interest rates you want to use for the illustrations, noting these in the final space for interest rates.
6. For the request for current policy information, be sure to fill in relevant details such as the owner's information, premiums paid, insured person's name, premium due date, and beneficiary's name.
7. Complete the remaining fields regarding current annual statements, cash value, loan balance, net surrender value, cost basis, and net death benefit as necessary.
8. Under the authorization section, enter the agent's name, phone number, address, fax, and email. This information is crucial for the effective communication of the information you are requesting.
9. Finally, ensure that you sign and date the form in the provided areas to authorize the release of your requested information.
10. Once you have filled out all required fields and reviewed your information for accuracy, you can save changes, download the completed form, print it, or share it as needed.

Complete your documents online today for a hassle-free experience!