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 used to authorize the Policyowner to make telephone or electronic requests that are available on the policy, or to authorize a party other than the policyowner to make telephone or electronic requests. In the state of WA, if another party is appointed, a witness's signature is required.
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