Other Interested Party Authorization Request This form may be used for a life insurance or fixed annuity policy to: authorize an interested party, request and receive policy information, remove an interested party, or stop/start duplicate mailings to an interested party.
Transaction Authorization (For Telephone/Electronic Requests) This form is specific to Variable and Indexed Universal Life (IUL) policies to authorize a policyowner, producer or other party to make telephone requests that may include but is not limited to: requesting policy loans, investment options changes, and/or payment and transfer instructions.
Electronic Funds Transfer (EFT) This form is used to establish and change EFT requests for premium payments on life insurance & fixed annuity policies and policy loan repayments on life insurance policies only.
Indexed Products Transfer Request-IUL This form is used to request one-time transfers, payment transfers, scheduled indexed transfers or segment maturity reallocations. Transfer requests received later than 2 business days prior to the transfer date are not eligible for transfer until the next transfer date