Get Request For Policy Change - Personal Banking

This guide aims to assist users in filling out the REQUEST FOR POLICY CHANGE - Personal Banking form online. By following the detailed instructions provided, users can ensure a smooth and accurate submission process.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out your personal information in the designated fields, including your policy number and the name of the life insured.
3. Select the type of policy change you are requesting. Options might include conversion, decrease, or other specified changes.
4. Indicate the amount of insurance desired and the plan of insurance you prefer. Also, provide any planned premium payment intervals, such as monthly or annually.
5. If there are any changes to the beneficiary designation, complete the relevant sections as specified. If changes are significant, you may need to consult the Policy Service Request Form 162E.
6. For any supplementary benefits, indicate your preferences clearly, specifying any necessary percentages for the changes.
7. Ensure that all required signatures are obtained, including those of the life insured, owner, and beneficiary, if necessary. Remember to include a witness to these signatures.
8. Review the form for accuracy before submitting. After completing the form, save your changes, and you may choose to print or download a copy for your records.
9. Finally, follow the instructions to send both copies of the completed form to the Home Office for consent. Await the return of one copy for your policy records.

Complete your REQUEST FOR POLICY CHANGE - Personal Banking online today.