Get Vantis Life Vl Pos0102 2021-2025

This guide provides comprehensive instructions for users on how to effectively fill out the Vantis Life VL POS0102 form online. Following these steps ensures that your policy changes are accurately submitted and processed.

Follow the steps to complete your Vantis Life VL POS0102 form with ease.

1. Click ‘Get Form’ button to obtain the Vantis Life VL POS0102 form and open it in your editing environment.
2. Start with the general information section. Enter the name of the insured and owner, making sure to provide accurate phone numbers for both parties.
3. Move on to the change of beneficiary information. Indicate the classification (primary, contingent, or tertiary) for each beneficiary. For each beneficiary, fill in their name, date of birth, social security number, relationship to the insured, percentage share of the benefit, and address.
4. If needed, provide additional beneficiaries on a separate sheet. Ensure that the total split percentages for beneficiaries in each classification equals 100%.
5. Complete the change of address section for the owner or insured, providing the new address, city, state, and zip code, along with a phone number. Indicate the effective date of this change.
6. If transferring ownership, fill in the name and date of birth of the new owner. Provide their address, social security number, and relationship to the insured.
7. In case of a name change, choose whether it’s for the owner, insured, or other. Indicate the reason for the change and provide the former and new name along with required signatures and supporting documentation.
8. Specify any changes to the dividend option, including your choice from the provided list. Indicate if dividend accumulations are to be used for another option.
9. For decreasing the amount of insurance, enter the new insurance amount and the effective date.
10. Update the mode of payment as needed, marking your preference and the effective date.
11. If applicable, state whether dividend accumulations or paid-up additions are being used to purchase a paid-up policy, providing the amount.
12. If requesting a policy loan, indicate the amount and new loan balance.
13. If surrendering dividends or the policy, provide details in the designated sections, including values and effective dates.
14. Use the miscellaneous section for any additional changes or service requests that are not covered in other sections.
15. Finally, certify that the information is correct. Fill in your social security number, legal signature, and date. If necessary, include signatures of any authorized individuals.
16. Review the form thoroughly before submitting. Save changes, download, print, or share the completed form as needed.

Complete your Vantis Life VL POS0102 form online today to ensure your policy changes are processed efficiently.