Forms
Customer Service at Your Fingertips
We pride ourselves on providing superior customer service. Please see below for the ways we can assist you online. Simply select the appropriate link to download an application or account maintenance form. Of course if you have questions or need further assistance, please don’t hesitate to give us a call.
Account Maintenance Forms
- Authorization for Electronic Funds Transfer (EFT). Use this form to have monthly premium payments automatically deducted from your checking or savings account.
- Beneficiary Change Request. Use this form to change the beneficiary designation for your life and/or accidental death insurance account. Do not use this form to change ownership of your account.
- Collateral Assignment. Use this form to designate the death benefit of your life insurance to a creditor as security for a loan. Call to obtain the form.
- Collateral Assignment Release. Use this form to release an existing collateral assignment for your life insurance account. Call to obtain the form.
- Name and Address Change Request. Use this form to process a name change for the insured and/or to change the mailing address for your life and/or Accidental insurance account. Do not use this form to change the ownership of your life insurance.
- Transfer of Ownership and Beneficiary Designation and Agreement Regarding Contributions. Use these forms to transfer ownership of your life and/or accidental death insurance.
- VIP Application – term life insurance for residents of Maine
- VIP Application – term life insurance for residents of New York, Oregon, South Dakota, Vermont, or Washington State.
- VIP Application – term life insurance for residents of Oklahoma
- VIP Application – term life insurance for residents of all states, other than ME, NY & OK.