Service Forms

Our policyholders mean everything to us. Here you’ll find service forms for everything that applies to your coverage that is not related to filing a claim.


Policyholder Service Forms

HIPAA Authorization
This PDF should be completed and returned with each claim form submitted.

Change of Beneficiary 
This PDF form should be used to add or modify the designated beneficiary on a policy.

 Request for Change of Ownership
This PDF form should be used to update owner and/or contingent owner information on a policy.

Request For Service
Use this PDF form to request changes to personal data, request a Beneficiary Change Form, or to exercise policy provisions.

 Request For Service — Life
This PDF form should be used to request a loan, withdrawal, or cancellation/surrender of your life policy.

Loss of Life (Death) Notification Form
Submit Loss of Life Notification online.

 Service Guide for Policyholders
This helpful flier provides information on finding the most up-to-date claim forms, submitting a claim and selecting optional services on the claim form. The form also provides helpful tips about the claims process, how the policy works and when to contact the service center.