Get Request To Splitindividual Policy (nn0943e). Complete This Form To Request A Policy Split For An

This guide provides comprehensive instructions on filling out the Request to Split Individual Policy (NN0943E). Whether you are seeking to split a life insurance, critical illness, or long-term care policy, these step-by-step directions will support you in completing the form correctly and efficiently, ensuring a smooth processing of your request.

Follow the steps to complete your request effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the preferred document editor.
2. Begin by reviewing the form carefully. Ensure you understand the information required in each section before proceeding.
3. In section 1, indicate whether you are changing the coverage type or splitting the policy. If applying for a Performax Gold policy, follow the specific instructions based on the coverage issuance date.
4. In section 2, describe the existing policy details, including the policy number and the changes you wish to make.
5. Complete section 3 by providing general information. Confirm your understanding that all information on the request will be shared with all policy owners.
6. In section 4, provide information pertaining to the Performax Gold coverage, if applicable. Indicate whether you want to move or divide coverage.
7. Fill out section 5 with ownership details for both the existing and new policy, including names, dates of birth, and relationships.
8. If you’re requesting changes to beneficiaries, proceed to section 10 and ensure to indicate any changes clearly.
9. After completing all required sections, review the form to ensure accuracy. Make any necessary adjustments.
10. Finally, save your changes, download a copy for your records, and print the form if necessary before submitting it as per the provided mailing instructions.

Complete your Request to Split Individual Policy (NN0943E) online today for an easier process.