Use online forms to initiate these policy updates and requests. For any requests not listed please contact us at 800-537-6442
- Beneficiary change: Update your beneficiary or modify an existing beneficiary designation (for example, change the percentage or the beneficiary's name).
- Name change: Update the name of the owner, insured or payor on your policy.
- Address change: Update the address of an owner, insured or payor on your policy.
- Bank Draft Authorization change: Begin paying monthly premiums electronically from your bank account, or change information regarding your existing electronic payment.
- Dividend option change: Make a change on the dividend option currently selected on your policy.
- Non-forfeiture option change: Make a change to the current non-forfeiture option of your policy.
- Premium mode change: Make a change to the frequency of your premium payment to monthly bank draft or to quarterly, semi-annual or annual direct billing.
- Request for dividends: Make a dividend disbursement.
- Request for policy loan: Request a loan from your policy. Note: Loans reduce both the cash value and death benefit and if not repaid, could eventually lead to a premature lapse of coverage. Interest, if not paid, will be added to the balance of the loan. Refer to your policy loan provisions for additional information. If your policy is a modified endowment contract (MEC), your loan may be considered a taxable event.
- Online payment: Make a one-time payment electronically from your bank account. The form must be completed by the bank account holder.