Get Life And Annuity Policy Non-financial Service Request ...

Navigating the Life And Annuity Policy Non-Financial Service Request form can be straightforward with the right guidance. This guide provides step-by-step instructions to assist you in completing the form effectively online.

Follow the steps to complete the request form online.

1. Click ‘Get Form’ button to access the Life And Annuity Policy Non-Financial Service Request form and open it in your online document editor.
2. Begin by entering your policy number in the designated field provided at the top of the form. This helps in identifying your policy for any changes requested.
3. For any address changes, check the appropriate box and provide both your home and mailing addresses. Specify whether it is a residence or business address. Remember, no financial transactions will be processed for 10 days following an address change.
4. If you need to change beneficiaries, fill in the full given name and relationship of each beneficiary under the appropriate section. Ensure the percentages for primary and contingent beneficiaries total 100% each.
5. For any ownership or payor changes, assign and transfer all rights to the new owner or payor by filling out their details, including name and address. Remember to include the relationship to the insured.
6. If changing names due to marriage, divorce, or other reasons, indicate the name being changed from and to, and specify the reason. Be prepared to submit a certified court order or identification showing the new name.
7. For agent of record changes, provide the names of both the current and new agents, along with the agency name.
8. If you are adding additional children to an existing child rider, provide their names, dates of birth, social security numbers, and gender.
9. If your policy certificate is lost, indicate this on the form and request a lost policy certificate or duplicate policy by checking the relevant box.
10. In Section 8, the owner must sign and date the form to authorize the requested changes. Ensure all required information is filled out and accurate.
11. Once completed, you can save changes, download, or print the form for your records. Follow any final instructions provided.

Start completing your Life And Annuity Policy Non-Financial Service Request form online now.