Frequently Used Forms

Click the buttons below to access some of the most frequently used forms by our policyholders. Contact us with any questions.

Policyholder Forms

Multi Purpose Change Form

Use this form to update your beneficiaries, request a loan and make a number of other policy changes. Return this form using the contact information at the bottom of the form.

Download Multi Purpose Form

Bank Authorization for Payment (PAC) Form

Want to have your premiums drafted from your bank account automatically each month?

Complete this form and return it to us.

Download PAC Form

Form FAQs

General Information

Not all options listed on the Request for Service form may be available at all or at this time.
If we have your signature on file, please have someone other than the beneficiary sign as a witness. If we do not, or your signature has changed, a notary will be required. A notarized signature is always required to surrender a policy .
If you are only changing your name, the form does not need to be completed, simply send in supporting documentation (marriage license, divorce decree, court order, driver’s license, etc.)