DO NOT USE THIS FORM if you only wish to designate a beneficiary to receive your life insurance. Instead, use the available designation of beneficiary form.In order to recertify, you must submit a recertification form in written, non-alternative format. How to fill out the Assignment Policy Form for Life Insurance? 1. Identify the policy and the assignee details. 2. For structured settlements, include: Structure settlement broker's affidavit;. Proposed settlement agreement;. Protect the people you love and get the peace of mind you need with life insurance solutions from Suffolk Credit Union in NY. Contact us to learn more.