PL&A Address Change Request
This form is used to request an address change on a life insurance or fixed annuity policy.

PL&A Ownership, Beneficiary, or Name Change Request Booklet
Used for ownership, beneficiary, or name changes and includes additional forms that may be needed for an ownership change.

PL&A 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.

PL&A Transaction Authorization (For Telephone Requests)
This form is specific to Variable and Indexed Universal Life Policies. Use to authorize telephone requests for: policy loans, investment option changes, and/or payment and transfer instructions.

PL&A Loan Request
This form is used to request a loan on a life insurance policy.

PL&A Surrender Request-NY
This form is used to surrender/cancel an existing life insurance or annuity policy.

PL&A Withdrawal Request
This form can be used to request withdrawals of cash value on a life insurance or fixed annuity policy.

PL&A Billing and Premium Change Request
This form is used to request changes to billing and premium information on in-force life insurance policies and fixed annuity policies.

PL&A Electronic Funds Transfer (EFT)
Used to establish and change EFT requests for premium payments on life insurance policies and policy loan repayments on life insurance policies only.

PL&A In Force Variable Life Investment Option Services
This form is used to allocate payments, rebalance and/or transfer investment options using the variable transfer services available on your variable life insurance policy.

PL&A 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.

PL&A Certificate of Insurance/Duplicate Policy Request
This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.

PL&A Certificate of Insurance/Duplicate Policy Request
This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.