)�B���+[�[���ƙ��f���o˗�hܞ���Ɂ�̆����J}Kc#5��,�F���Jk�.j� ����k=�d�Z��%M�b$5�%H��-D�k�GW7������}�;N�w�P��9��� ���) �m� (i�Z�)�*�B����iY. RiverSource Life Insurance Company 70100 Ameriprise Financial Center, Minneapolis, MN 55474 This form is used to establish a beneficiary and to change the beneficiary designation of a life insurance policy, deferred annuity and annuitized annuity contract. What Life Insurance Product is Right for Me? %PDF-1.6 %���� Make sure you have the coverage you need with a term life quote from Protective Life. For more information on who will receive life insurance proceeds when an insured person dies, please check out our FAQ pages. 0ed81304-74f8-4d32-947d -3c9d8d794c9d. This form is used to request an address change on a life insurance or fixed annuity policy. IDI is located in Birmingham, Alabama. It's important to understand what that means so you can know your options. If you are a resident of any state other than Massachusetts, use this form to change the beneficiary of your policy. Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. When you buy a life insurance policy, you must designate a beneficiary, or someone to receive financial compensation in the event of your death.However, selecting a beneficiary may present you with situations where you'll need to specify how your life insurance benefits will be handled. Securities offered by Investment Distributors, Inc. (IDI) the principal underwriter for registered products issued by PLICO and PLAIC, its affiliates. Find the required service forms to make a change to your life insurance policies. SERVICE REQUEST FORM Protective Life Insurance Company P.O. Booklet contains following form #’s 15-43505-06; 15-47910-00; 15-40749-02; 15-16547-09 %%EOF Premiums increase annually after the initial guaranteed premium period. You will need to complete a change of beneficiary form which can be obtained online here. Protective Life believes that caring for beneficiaries is at the heart of our purpose as a company. Product availability and features may vary by state. ���2PHbw.�.��D�$C��4.=cKSc=c��. Use this form to change the Beneficiary where the Owner is the Insured and the new Beneficiary is an individual. Common reasons for changing designated beneficiaries include: It is crucial that you keep the information regarding your beneficiaries up to date to ensure benefits are paid according to your desires. Complete Online: Download PDF: Beneficiary Change Form: Massachusetts Resident. Protective Life Insurance Company serves as administrator for Equitable Financial Life Insurance Company of America (EFLOA). For information about Protective Life and its products and services, visit www.protective.com. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. Descriptions of financial products contained in Learning Center articles are not intended to represent those offered by Protective Life or its subsidiaries. sign here for change of beneficiary request(s) Protective Life Insurance Company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. We try to make this process as simple as possible for you. endstream endobj 393 0 obj <>/ProcSet[/Text]>>/Subtype/Form/Type/XObject>>stream @� �d� Box 12687 Birmingham, AL 35202-6687 Designation Information: Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. Life Insurance Claims. NE, Cedar Rapids, IA 52499 1 BEN-CCC 02/14 Beneficiary Change Form h��XkO#��+����_�i�dlse���rcY�`0���=l��S�3�f�!J"��WuUuթ�j��3-$�¢WLZ�^3�O���f4�[�G�� SIGN HERE FOR THE ABOVE REQUEST(S) Please read the Signature Requirements to avoid a delay in processing. A move that takes you out of state or out of the country, When a minor beneficiary reaches the age of 18, You become the caretaker of an elderly parent or parents. Address Change Request. The company indicated in this section is referred to as "the Company." x�+�2R0R04�32U��31U(J� Things such death, marriage, having a child, divorce, and other events can drastically change your life in the blink of an eye. +q The decision of changing beneficiaries depends on many different factors and your individual life/financial situation. SIGN HERE FOR CHANGE OF BENEFICIARY REQUEST(S) Protective Life and Annuity Insurance Company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. Life insurance from Protective can help provide financial security for your loved ones when they may need it most. Percentage: designations must equal 100%. Ownership, Beneficiary, or Name Change Request Booklet. The Change of Beneficiary Form is attached. Note: These forms are in PDF format. Download Life Insurance Claim Forms Protective Life & Annuity Insurance Company West Coast Life Insurance Company When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. Learning Center articles may describe services and financial products not offered by Protective Life or its subsidiaries. © Protective Life Corporation, Birmingham, AL. Payment will be made in one sum. To report a death on a MONY or EFLOA Life Insurance Policy, download the claim form through the link below or call our Claims Service Center at 1-800-659-1058. Protective Life Insurance Company Life and Health Insurance Administration P.O. 410 0 obj <>/Filter/FlateDecode/ID[<769C0D9D9D300741B87A0CF81B25B854><8820FAAA29DFD043A0F452C7459A329F>]/Index[388 56]/Info 387 0 R/Length 112/Prev 614811/Root 389 0 R/Size 444/Type/XRef/W[1 3 1]>>stream endstream endobj 394 0 obj <>stream 0 Designation of Beneficiary and Method of Payment. When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. If not enough space is allocated, please utilize Section 7. Life insurance change of Beneficiary - Short form. Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Fax Number 1-800-235-4782 Administrative Office located at: 4333 Edgewood Rd. Protective and Protective Life refers to Protective Life Insurance Company (PLICO) located in Nashville, TN and its affiliates, including Protective Life & Annuity Insurance Company (PLAIC) located in Birmingham, AL. endstream endobj 392 0 obj <>/Subtype/Form/Type/XObject>>stream �@E��}�+�gwf�mŐZ�KHR��l���^5(���\�L�p�bƊ�|�����G|w����Lʘ�b��Ĝ�A�-�[`�^c 443 0 obj <>stream The company agrees that, if the policy requires endorsement or amendment for the above requested change of beneficiary, recording and Life insurance change of Beneficiary Use this form to change Beneficiaries on your life insurance policies. Upon receipt of the completed form, we will forward to the policyowner an acknowledgement of the complete change. If you are a resident of Massachusetts, use this form to change the beneficiary of your policy. For this reason, it's important that you regularly review your will and life insurance policies to ensure that your beneficiary designations are up to date. Protective and Protective Life refer to Protective Life Insurance Company (PLICO) and its subsidiaries, including Protective Life and Annuity Insurance Company (PLAIC). Here, you'll learn the basics about a life insurance beneficiary and the beneficiary options you have as you make these key decisions. Insurance and Annuities are:  Not a Deposit | Not Insured by any Federal Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA Insured | May Lose Value. Changing Your Beneficiary (Complete the Request to Change Beneficiary section) (continued) Special Beneficiary Designations (Use the Additional/Special Beneficiary Requests section) For the following designations, include the information shown in the quotations (as well as any other identifying information described in this section.) Companies and organizations linked from Learning Center articles have no affiliation with Protective Life or its subsidiaries. x�3�37�402VH�2P0P04�32U04�31U(J�J� e\R Protective.com; For financial professional use only. Beneficiary Change Form: Non-Massachusetts Resident. The most important thing to remember is that you shouldn't wait to make updates and changes to your will or life insurance policy. C�R���L�B�c*HW�)O�w�S�h�4����>N����K>�����'�kl��Ŵ��c��{�]L�X The same is true for your life insurance. Examples of wording that can be used to designate a beneficiary on this Form are set forth below. Each company is solely responsible for the financial obligations accruing under the products it issues. Beneficiary nomination with optional benefits (102G-OPT-E) Use this form to name or change a beneficiary for your optional life and accidental death benefits. Form #15-29022-01. Life is ever-changing. Metropolitan Life Insurance CompanyMetropolitan Tower Life Insurance Company For this reason, it's important that you regularly review your will and life insurance policies to ensure that your beneficiary designations are up to date. Policy form numbers, product features and availability may vary by state. During this process, please feel free to reach out at any time. Protective Life Insurance Company agrees that, if the policy requires endorsement or amendment for the above requested change (s), recording and mailing a copy of this form … M��,.��@. Not available in New York. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company. h�b```�����" ��ea���$�����$��O����`��n�3�RY����P��"�;8Pt )^N�J��@���o23H30� 2Yx'0�9?`�b�W�X���A1�ug>���u�^o�!����u �m|��* 000���3��2)���gഋ�,B{�~e���Q�p � �z+� Make sure you have the coverage you need with a term life quote from Protective Life. Not for use with consumers. x�-˱ endstream endobj 389 0 obj <>/Metadata 19 0 R/Pages 386 0 R/StructTreeRoot 50 0 R/Type/Catalog>> endobj 390 0 obj <>/MediaBox[0 0 612 792]/Parent 386 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 391 0 obj <>/ProcSet[/Text]>>/Subtype/Form/Type/XObject>>stream Individual Life Insurance Service Forms. When you purchase life insurance, you'll be asked to name a beneficiary on your policy. Children as a group. How much life insurance is going to cost depends on many different factors, such as your age and health. To notify Protective of a the loss of a loved one, you can also fill out this online form. endstream endobj startxref The information presented is for educational purposes and is meant to supplement other information specific to your situation. It is not intended as investment advice and does not necessarily represent the opinion of Protective Life or its subsidiaries. Completed forms can be mailed, faxed or emailed to customer service for processing. Protective® is a registered trademark of Protective Life Insurance Company. Beneficiary nomination (102G-E) Use this form to name or change a beneficiary (the person or people who get the payment after you die) for your life and accidental death benefits. Settlement Option is not available unless elected on Beneficiary, Rights and Settlement Option Request (Form 4113). Unless otherwise indicated, the right to change the beneficiary is reserved by the owner(s). It is important to keep beneficiary designations updated. The form can be accessed online here. Insurance and annuities are issued by PLICO in all states except New York and in New York by PLAIC. That form will take precedence over any FEGLI designation form on file, as long as you sign it, have two witnesses sign, and complete the rest of the form properly. If you do, your assets may not be distributed as you may have wished. Upon completing the form, you should mail it to our office. (formerly Liberty Life Insurance Company, Investors Insurance Corporation, Magnolia Life, Southern Life, State National, Kentucky Central, RBC Insurance, Business Mens Assurance Company) ... Policy Change Forms. Protective ® Classic Choice Term (ICC16-TL21 / TL-21) is a term life insurance policy issued by Protective Life Insurance Company, Birmingham AL. Neither Protective Life nor its representatives offer legal or tax advice. Complete the beneficiary designation (FIRST, SECOND), using the sample wordings on Page 2 as a guide for completing your designation. Metropolitan Life Insurance Company Metropolitan Tower Life Insurance Company. We encourage you to consult with your financial adviser and legal or tax adviser regarding your individual situations before making investment, social security, retirement planning, and tax-related decisions. The Claims Service Center is open Monday through Friday, 8 a.m. to 5 p.m. EST. INSTRUCTIONS FOR COMPLETING THIS FORM Section 1. If a trust is being named, indicate the full name of the trust and the date it was established as well as the first and last page of the trust. h�bbd```b``6 �� �i#�d�7��.��Xfo�,�`��`�%� �`�L� ��S��k@��]�,`�l��A��:@�#�� �C����8�! Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. “Equitable” is the brand name of Equitable Financial Life Insurance Company of America (EFLOA). 1. In processing beneficiary - all beneficiary changes MUST include the designation of a primary.... 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Form is used to Request an address change on a Life Insurance CompanyMetropolitan Tower protective life insurance company change of beneficiary form Insurance Company metropolitan Life. ; 15-40749-02 ; 15-16547-09 beneficiary change form: Massachusetts Resident beneficiary on policy. Securities offered by investment Distributors, Inc. ( IDI ) the principal underwriter for products... Required service forms to make updates and changes to your policy/contract to determine when benefits. May describe services and financial products contained in Learning Center articles are general summaries that can protective life insurance company change of beneficiary form! When you purchase Life Insurance or fixed annuity policy will or Life Insurance policy beneficiary of policy... Many different factors and your individual life/financial situation is at the heart of our purpose as a Company. fill... Protective can help provide financial security for your loved ones when they may need it.... 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Insurance Claim forms Life Insurance beneficiary and the beneficiary designation ( FIRST, SECOND ), the! To the policyowner an acknowledgement of the complete change for your loved ones when they may need it most owned. Are general summaries that can be used when considering your financial future at Life. L-tryptophan Vs 5-htp Reddit, Why Is It Called Potato Aim, Partanna Olive Oil Organic, 5-htp And L-dopa Together, Government Marketing Jobs Sydney, Egg White Bites, Jello No Bake Red Velvet Cheesecake, Spicy Pork Mince Noodles, " /> )�B���+[�[���ƙ��f���o˗�hܞ���Ɂ�̆����J}Kc#5��,�F���Jk�.j� ����k=�d�Z��%M�b$5�%H��-D�k�GW7������}�;N�w�P��9��� ���) �m� (i�Z�)�*�B����iY. RiverSource Life Insurance Company 70100 Ameriprise Financial Center, Minneapolis, MN 55474 This form is used to establish a beneficiary and to change the beneficiary designation of a life insurance policy, deferred annuity and annuitized annuity contract. What Life Insurance Product is Right for Me? %PDF-1.6 %���� Make sure you have the coverage you need with a term life quote from Protective Life. For more information on who will receive life insurance proceeds when an insured person dies, please check out our FAQ pages. 0ed81304-74f8-4d32-947d -3c9d8d794c9d. This form is used to request an address change on a life insurance or fixed annuity policy. IDI is located in Birmingham, Alabama. It's important to understand what that means so you can know your options. If you are a resident of any state other than Massachusetts, use this form to change the beneficiary of your policy. Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. When you buy a life insurance policy, you must designate a beneficiary, or someone to receive financial compensation in the event of your death.However, selecting a beneficiary may present you with situations where you'll need to specify how your life insurance benefits will be handled. Securities offered by Investment Distributors, Inc. (IDI) the principal underwriter for registered products issued by PLICO and PLAIC, its affiliates. Find the required service forms to make a change to your life insurance policies. SERVICE REQUEST FORM Protective Life Insurance Company P.O. Booklet contains following form #’s 15-43505-06; 15-47910-00; 15-40749-02; 15-16547-09 %%EOF Premiums increase annually after the initial guaranteed premium period. You will need to complete a change of beneficiary form which can be obtained online here. Protective Life believes that caring for beneficiaries is at the heart of our purpose as a company. Product availability and features may vary by state. ���2PHbw.�.��D�$C��4.=cKSc=c��. Use this form to change the Beneficiary where the Owner is the Insured and the new Beneficiary is an individual. Common reasons for changing designated beneficiaries include: It is crucial that you keep the information regarding your beneficiaries up to date to ensure benefits are paid according to your desires. Complete Online: Download PDF: Beneficiary Change Form: Massachusetts Resident. Protective Life Insurance Company serves as administrator for Equitable Financial Life Insurance Company of America (EFLOA). For information about Protective Life and its products and services, visit www.protective.com. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. Descriptions of financial products contained in Learning Center articles are not intended to represent those offered by Protective Life or its subsidiaries. sign here for change of beneficiary request(s) Protective Life Insurance Company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. We try to make this process as simple as possible for you. endstream endobj 393 0 obj <>/ProcSet[/Text]>>/Subtype/Form/Type/XObject>>stream @� �d� Box 12687 Birmingham, AL 35202-6687 Designation Information: Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. Life Insurance Claims. NE, Cedar Rapids, IA 52499 1 BEN-CCC 02/14 Beneficiary Change Form h��XkO#��+����_�i�dlse���rcY�`0���=l��S�3�f�!J"��WuUuթ�j��3-$�¢WLZ�^3�O���f4�[�G�� SIGN HERE FOR THE ABOVE REQUEST(S) Please read the Signature Requirements to avoid a delay in processing. A move that takes you out of state or out of the country, When a minor beneficiary reaches the age of 18, You become the caretaker of an elderly parent or parents. Address Change Request. The company indicated in this section is referred to as "the Company." x�+�2R0R04�32U��31U(J� Things such death, marriage, having a child, divorce, and other events can drastically change your life in the blink of an eye. +q The decision of changing beneficiaries depends on many different factors and your individual life/financial situation. SIGN HERE FOR CHANGE OF BENEFICIARY REQUEST(S) Protective Life and Annuity Insurance Company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. Life insurance from Protective can help provide financial security for your loved ones when they may need it most. Percentage: designations must equal 100%. Ownership, Beneficiary, or Name Change Request Booklet. The Change of Beneficiary Form is attached. Note: These forms are in PDF format. Download Life Insurance Claim Forms Protective Life & Annuity Insurance Company West Coast Life Insurance Company When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. Learning Center articles may describe services and financial products not offered by Protective Life or its subsidiaries. © Protective Life Corporation, Birmingham, AL. Payment will be made in one sum. To report a death on a MONY or EFLOA Life Insurance Policy, download the claim form through the link below or call our Claims Service Center at 1-800-659-1058. Protective Life Insurance Company Life and Health Insurance Administration P.O. 410 0 obj <>/Filter/FlateDecode/ID[<769C0D9D9D300741B87A0CF81B25B854><8820FAAA29DFD043A0F452C7459A329F>]/Index[388 56]/Info 387 0 R/Length 112/Prev 614811/Root 389 0 R/Size 444/Type/XRef/W[1 3 1]>>stream endstream endobj 394 0 obj <>stream 0 Designation of Beneficiary and Method of Payment. When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. If not enough space is allocated, please utilize Section 7. Life insurance change of Beneficiary - Short form. Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Fax Number 1-800-235-4782 Administrative Office located at: 4333 Edgewood Rd. Protective and Protective Life refers to Protective Life Insurance Company (PLICO) located in Nashville, TN and its affiliates, including Protective Life & Annuity Insurance Company (PLAIC) located in Birmingham, AL. endstream endobj 392 0 obj <>/Subtype/Form/Type/XObject>>stream �@E��}�+�gwf�mŐZ�KHR��l���^5(���\�L�p�bƊ�|�����G|w����Lʘ�b��Ĝ�A�-�[`�^c 443 0 obj <>stream The company agrees that, if the policy requires endorsement or amendment for the above requested change of beneficiary, recording and Life insurance change of Beneficiary Use this form to change Beneficiaries on your life insurance policies. Upon receipt of the completed form, we will forward to the policyowner an acknowledgement of the complete change. If you are a resident of Massachusetts, use this form to change the beneficiary of your policy. For this reason, it's important that you regularly review your will and life insurance policies to ensure that your beneficiary designations are up to date. Protective and Protective Life refer to Protective Life Insurance Company (PLICO) and its subsidiaries, including Protective Life and Annuity Insurance Company (PLAIC). Here, you'll learn the basics about a life insurance beneficiary and the beneficiary options you have as you make these key decisions. Insurance and Annuities are:  Not a Deposit | Not Insured by any Federal Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA Insured | May Lose Value. Changing Your Beneficiary (Complete the Request to Change Beneficiary section) (continued) Special Beneficiary Designations (Use the Additional/Special Beneficiary Requests section) For the following designations, include the information shown in the quotations (as well as any other identifying information described in this section.) Companies and organizations linked from Learning Center articles have no affiliation with Protective Life or its subsidiaries. x�3�37�402VH�2P0P04�32U04�31U(J�J� e\R Protective.com; For financial professional use only. Beneficiary Change Form: Non-Massachusetts Resident. The most important thing to remember is that you shouldn't wait to make updates and changes to your will or life insurance policy. C�R���L�B�c*HW�)O�w�S�h�4����>N����K>�����'�kl��Ŵ��c��{�]L�X The same is true for your life insurance. Examples of wording that can be used to designate a beneficiary on this Form are set forth below. Each company is solely responsible for the financial obligations accruing under the products it issues. Beneficiary nomination with optional benefits (102G-OPT-E) Use this form to name or change a beneficiary for your optional life and accidental death benefits. Form #15-29022-01. Life is ever-changing. Metropolitan Life Insurance CompanyMetropolitan Tower Life Insurance Company For this reason, it's important that you regularly review your will and life insurance policies to ensure that your beneficiary designations are up to date. Policy form numbers, product features and availability may vary by state. During this process, please feel free to reach out at any time. Protective Life Insurance Company agrees that, if the policy requires endorsement or amendment for the above requested change (s), recording and mailing a copy of this form … M��,.��@. Not available in New York. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company. h�b```�����" ��ea���$�����$��O����`��n�3�RY����P��"�;8Pt )^N�J��@���o23H30� 2Yx'0�9?`�b�W�X���A1�ug>���u�^o�!����u �m|��* 000���3��2)���gഋ�,B{�~e���Q�p � �z+� Make sure you have the coverage you need with a term life quote from Protective Life. Not for use with consumers. x�-˱ endstream endobj 389 0 obj <>/Metadata 19 0 R/Pages 386 0 R/StructTreeRoot 50 0 R/Type/Catalog>> endobj 390 0 obj <>/MediaBox[0 0 612 792]/Parent 386 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 391 0 obj <>/ProcSet[/Text]>>/Subtype/Form/Type/XObject>>stream Individual Life Insurance Service Forms. When you purchase life insurance, you'll be asked to name a beneficiary on your policy. Children as a group. How much life insurance is going to cost depends on many different factors, such as your age and health. To notify Protective of a the loss of a loved one, you can also fill out this online form. endstream endobj startxref The information presented is for educational purposes and is meant to supplement other information specific to your situation. It is not intended as investment advice and does not necessarily represent the opinion of Protective Life or its subsidiaries. Completed forms can be mailed, faxed or emailed to customer service for processing. Protective® is a registered trademark of Protective Life Insurance Company. Beneficiary nomination (102G-E) Use this form to name or change a beneficiary (the person or people who get the payment after you die) for your life and accidental death benefits. Settlement Option is not available unless elected on Beneficiary, Rights and Settlement Option Request (Form 4113). Unless otherwise indicated, the right to change the beneficiary is reserved by the owner(s). It is important to keep beneficiary designations updated. The form can be accessed online here. Insurance and annuities are issued by PLICO in all states except New York and in New York by PLAIC. That form will take precedence over any FEGLI designation form on file, as long as you sign it, have two witnesses sign, and complete the rest of the form properly. If you do, your assets may not be distributed as you may have wished. Upon completing the form, you should mail it to our office. (formerly Liberty Life Insurance Company, Investors Insurance Corporation, Magnolia Life, Southern Life, State National, Kentucky Central, RBC Insurance, Business Mens Assurance Company) ... Policy Change Forms. Protective ® Classic Choice Term (ICC16-TL21 / TL-21) is a term life insurance policy issued by Protective Life Insurance Company, Birmingham AL. Neither Protective Life nor its representatives offer legal or tax advice. Complete the beneficiary designation (FIRST, SECOND), using the sample wordings on Page 2 as a guide for completing your designation. Metropolitan Life Insurance Company Metropolitan Tower Life Insurance Company. We encourage you to consult with your financial adviser and legal or tax adviser regarding your individual situations before making investment, social security, retirement planning, and tax-related decisions. The Claims Service Center is open Monday through Friday, 8 a.m. to 5 p.m. EST. INSTRUCTIONS FOR COMPLETING THIS FORM Section 1. If a trust is being named, indicate the full name of the trust and the date it was established as well as the first and last page of the trust. h�bbd```b``6 �� �i#�d�7��.��Xfo�,�`��`�%� �`�L� ��S��k@��]�,`�l��A��:@�#�� �C����8�! Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. “Equitable” is the brand name of Equitable Financial Life Insurance Company of America (EFLOA). 1. In processing beneficiary - all beneficiary changes MUST include the designation of a primary.... 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protective life insurance company change of beneficiary form

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July 8, 2013

protective life insurance company change of beneficiary form

388 0 obj <> endobj Overnight Mail Protective Life Insurance Company 2801 Hwy 280 S Birmingham, AL 35223 Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. Protective Series Estate Maximizer (ICC18-SPWL7), is a single premium whole life insurance policy issued by Protective Life Insurance Company (PLICO) in all states except New York where it is issued under (SPWL-7 NY 5-18) by Protective Life and Annuity Insurance Company (PLAIC). Upon completing the form, you should mail it to MONY PO BOX 4830 Syracuse, NY 13221 Refer to your policy/contract to determine when death benefits are payable. MONY Life Insurance Company ("MONY") is a wholly owned subsidiary of Protective Life Insurance Company. All Learning Center articles are general summaries that can be used when considering your financial future at various life stages. Please visit our Privacy Policy for more information about our information practices, including information about your privacy choices. �gB:ô�L(M��������#���\dʄ�ä�Dl����EĞ�TC5�1 %�t��u`����(�����)N Genworth’s life insurance forms will assist you with making changes to your index universal life, guarantee universal life, term life insurance and whole life insurance accounts. These forms will help you conduct life insurance authorizations, requests, name/address change, naming a beneficiary … Instructions for Completing the Change of Beneficiary Form . SIGN HERE FOR CHANGE OF BENEFICIARY REQUEST(S) Protective Life Insurance Company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. Get a quote for term life insurance. You will need to complete a change of beneficiary form. If you wish to designate more than five individuals as primary or contingent beneficiaries, attach a … Insurance and annuity products are offered through PLICO in all states except New York where products are offered through PLAIC. Whether you're looking to protect your family's lifestyle or pass along a legacy for the next generation, we can help. It also depends on the type of policy you buy and the amount of the death benefit that you select. A variety of life changes may impact who you need to have as your beneficiary. t�''��b^b;� ,&�̺�WDR��jH�R0p�mջ�î���"��3�:t*v2v"R�s��.p����Q�����:�o�?��L'�o���o�2�����u>)�B���+[�[���ƙ��f���o˗�hܞ���Ɂ�̆����J}Kc#5��,�F���Jk�.j� ����k=�d�Z��%M�b$5�%H��-D�k�GW7������}�;N�w�P��9��� ���) �m� (i�Z�)�*�B����iY. RiverSource Life Insurance Company 70100 Ameriprise Financial Center, Minneapolis, MN 55474 This form is used to establish a beneficiary and to change the beneficiary designation of a life insurance policy, deferred annuity and annuitized annuity contract. What Life Insurance Product is Right for Me? %PDF-1.6 %���� Make sure you have the coverage you need with a term life quote from Protective Life. For more information on who will receive life insurance proceeds when an insured person dies, please check out our FAQ pages. 0ed81304-74f8-4d32-947d -3c9d8d794c9d. This form is used to request an address change on a life insurance or fixed annuity policy. IDI is located in Birmingham, Alabama. It's important to understand what that means so you can know your options. If you are a resident of any state other than Massachusetts, use this form to change the beneficiary of your policy. Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. When you buy a life insurance policy, you must designate a beneficiary, or someone to receive financial compensation in the event of your death.However, selecting a beneficiary may present you with situations where you'll need to specify how your life insurance benefits will be handled. Securities offered by Investment Distributors, Inc. (IDI) the principal underwriter for registered products issued by PLICO and PLAIC, its affiliates. Find the required service forms to make a change to your life insurance policies. SERVICE REQUEST FORM Protective Life Insurance Company P.O. Booklet contains following form #’s 15-43505-06; 15-47910-00; 15-40749-02; 15-16547-09 %%EOF Premiums increase annually after the initial guaranteed premium period. You will need to complete a change of beneficiary form which can be obtained online here. Protective Life believes that caring for beneficiaries is at the heart of our purpose as a company. Product availability and features may vary by state. ���2PHbw.�.��D�$C��4.=cKSc=c��. Use this form to change the Beneficiary where the Owner is the Insured and the new Beneficiary is an individual. Common reasons for changing designated beneficiaries include: It is crucial that you keep the information regarding your beneficiaries up to date to ensure benefits are paid according to your desires. Complete Online: Download PDF: Beneficiary Change Form: Massachusetts Resident. Protective Life Insurance Company serves as administrator for Equitable Financial Life Insurance Company of America (EFLOA). For information about Protective Life and its products and services, visit www.protective.com. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. Descriptions of financial products contained in Learning Center articles are not intended to represent those offered by Protective Life or its subsidiaries. sign here for change of beneficiary request(s) Protective Life Insurance Company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. We try to make this process as simple as possible for you. endstream endobj 393 0 obj <>/ProcSet[/Text]>>/Subtype/Form/Type/XObject>>stream @� �d� Box 12687 Birmingham, AL 35202-6687 Designation Information: Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. Life Insurance Claims. NE, Cedar Rapids, IA 52499 1 BEN-CCC 02/14 Beneficiary Change Form h��XkO#��+����_�i�dlse���rcY�`0���=l��S�3�f�!J"��WuUuթ�j��3-$�¢WLZ�^3�O���f4�[�G�� SIGN HERE FOR THE ABOVE REQUEST(S) Please read the Signature Requirements to avoid a delay in processing. A move that takes you out of state or out of the country, When a minor beneficiary reaches the age of 18, You become the caretaker of an elderly parent or parents. Address Change Request. The company indicated in this section is referred to as "the Company." x�+�2R0R04�32U��31U(J� Things such death, marriage, having a child, divorce, and other events can drastically change your life in the blink of an eye. +q The decision of changing beneficiaries depends on many different factors and your individual life/financial situation. SIGN HERE FOR CHANGE OF BENEFICIARY REQUEST(S) Protective Life and Annuity Insurance Company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. Life insurance from Protective can help provide financial security for your loved ones when they may need it most. Percentage: designations must equal 100%. Ownership, Beneficiary, or Name Change Request Booklet. The Change of Beneficiary Form is attached. Note: These forms are in PDF format. Download Life Insurance Claim Forms Protective Life & Annuity Insurance Company West Coast Life Insurance Company When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. Learning Center articles may describe services and financial products not offered by Protective Life or its subsidiaries. © Protective Life Corporation, Birmingham, AL. Payment will be made in one sum. To report a death on a MONY or EFLOA Life Insurance Policy, download the claim form through the link below or call our Claims Service Center at 1-800-659-1058. Protective Life Insurance Company Life and Health Insurance Administration P.O. 410 0 obj <>/Filter/FlateDecode/ID[<769C0D9D9D300741B87A0CF81B25B854><8820FAAA29DFD043A0F452C7459A329F>]/Index[388 56]/Info 387 0 R/Length 112/Prev 614811/Root 389 0 R/Size 444/Type/XRef/W[1 3 1]>>stream endstream endobj 394 0 obj <>stream 0 Designation of Beneficiary and Method of Payment. When you visit Protective's websites, we may collect personal information from you via your browser or device, or through the use of cookies, analytics tools, and other technologies. If not enough space is allocated, please utilize Section 7. Life insurance change of Beneficiary - Short form. Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Fax Number 1-800-235-4782 Administrative Office located at: 4333 Edgewood Rd. Protective and Protective Life refers to Protective Life Insurance Company (PLICO) located in Nashville, TN and its affiliates, including Protective Life & Annuity Insurance Company (PLAIC) located in Birmingham, AL. endstream endobj 392 0 obj <>/Subtype/Form/Type/XObject>>stream �@E��}�+�gwf�mŐZ�KHR��l���^5(���\�L�p�bƊ�|�����G|w����Lʘ�b��Ĝ�A�-�[`�^c 443 0 obj <>stream The company agrees that, if the policy requires endorsement or amendment for the above requested change of beneficiary, recording and Life insurance change of Beneficiary Use this form to change Beneficiaries on your life insurance policies. Upon receipt of the completed form, we will forward to the policyowner an acknowledgement of the complete change. If you are a resident of Massachusetts, use this form to change the beneficiary of your policy. For this reason, it's important that you regularly review your will and life insurance policies to ensure that your beneficiary designations are up to date. Protective and Protective Life refer to Protective Life Insurance Company (PLICO) and its subsidiaries, including Protective Life and Annuity Insurance Company (PLAIC). Here, you'll learn the basics about a life insurance beneficiary and the beneficiary options you have as you make these key decisions. Insurance and Annuities are:  Not a Deposit | Not Insured by any Federal Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA Insured | May Lose Value. Changing Your Beneficiary (Complete the Request to Change Beneficiary section) (continued) Special Beneficiary Designations (Use the Additional/Special Beneficiary Requests section) For the following designations, include the information shown in the quotations (as well as any other identifying information described in this section.) Companies and organizations linked from Learning Center articles have no affiliation with Protective Life or its subsidiaries. x�3�37�402VH�2P0P04�32U04�31U(J�J� e\R Protective.com; For financial professional use only. Beneficiary Change Form: Non-Massachusetts Resident. The most important thing to remember is that you shouldn't wait to make updates and changes to your will or life insurance policy. C�R���L�B�c*HW�)O�w�S�h�4����>N����K>�����'�kl��Ŵ��c��{�]L�X The same is true for your life insurance. Examples of wording that can be used to designate a beneficiary on this Form are set forth below. Each company is solely responsible for the financial obligations accruing under the products it issues. Beneficiary nomination with optional benefits (102G-OPT-E) Use this form to name or change a beneficiary for your optional life and accidental death benefits. Form #15-29022-01. Life is ever-changing. Metropolitan Life Insurance CompanyMetropolitan Tower Life Insurance Company For this reason, it's important that you regularly review your will and life insurance policies to ensure that your beneficiary designations are up to date. Policy form numbers, product features and availability may vary by state. During this process, please feel free to reach out at any time. Protective Life Insurance Company agrees that, if the policy requires endorsement or amendment for the above requested change (s), recording and mailing a copy of this form … M��,.��@. Not available in New York. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company. h�b```�����" ��ea���$�����$��O����`��n�3�RY����P��"�;8Pt )^N�J��@���o23H30� 2Yx'0�9?`�b�W�X���A1�ug>���u�^o�!����u �m|��* 000���3��2)���gഋ�,B{�~e���Q�p � �z+� Make sure you have the coverage you need with a term life quote from Protective Life. Not for use with consumers. x�-˱ endstream endobj 389 0 obj <>/Metadata 19 0 R/Pages 386 0 R/StructTreeRoot 50 0 R/Type/Catalog>> endobj 390 0 obj <>/MediaBox[0 0 612 792]/Parent 386 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 391 0 obj <>/ProcSet[/Text]>>/Subtype/Form/Type/XObject>>stream Individual Life Insurance Service Forms. When you purchase life insurance, you'll be asked to name a beneficiary on your policy. Children as a group. How much life insurance is going to cost depends on many different factors, such as your age and health. To notify Protective of a the loss of a loved one, you can also fill out this online form. endstream endobj startxref The information presented is for educational purposes and is meant to supplement other information specific to your situation. It is not intended as investment advice and does not necessarily represent the opinion of Protective Life or its subsidiaries. Completed forms can be mailed, faxed or emailed to customer service for processing. Protective® is a registered trademark of Protective Life Insurance Company. Beneficiary nomination (102G-E) Use this form to name or change a beneficiary (the person or people who get the payment after you die) for your life and accidental death benefits. Settlement Option is not available unless elected on Beneficiary, Rights and Settlement Option Request (Form 4113). Unless otherwise indicated, the right to change the beneficiary is reserved by the owner(s). It is important to keep beneficiary designations updated. The form can be accessed online here. Insurance and annuities are issued by PLICO in all states except New York and in New York by PLAIC. That form will take precedence over any FEGLI designation form on file, as long as you sign it, have two witnesses sign, and complete the rest of the form properly. If you do, your assets may not be distributed as you may have wished. Upon completing the form, you should mail it to our office. (formerly Liberty Life Insurance Company, Investors Insurance Corporation, Magnolia Life, Southern Life, State National, Kentucky Central, RBC Insurance, Business Mens Assurance Company) ... Policy Change Forms. Protective ® Classic Choice Term (ICC16-TL21 / TL-21) is a term life insurance policy issued by Protective Life Insurance Company, Birmingham AL. Neither Protective Life nor its representatives offer legal or tax advice. Complete the beneficiary designation (FIRST, SECOND), using the sample wordings on Page 2 as a guide for completing your designation. Metropolitan Life Insurance Company Metropolitan Tower Life Insurance Company. We encourage you to consult with your financial adviser and legal or tax adviser regarding your individual situations before making investment, social security, retirement planning, and tax-related decisions. The Claims Service Center is open Monday through Friday, 8 a.m. to 5 p.m. EST. INSTRUCTIONS FOR COMPLETING THIS FORM Section 1. If a trust is being named, indicate the full name of the trust and the date it was established as well as the first and last page of the trust. h�bbd```b``6 �� �i#�d�7��.��Xfo�,�`��`�%� �`�L� ��S��k@��]�,`�l��A��:@�#�� �C����8�! Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. “Equitable” is the brand name of Equitable Financial Life Insurance Company of America (EFLOA). 1. In processing beneficiary - all beneficiary changes MUST include the designation of a primary.... Investment advice and does not necessarily represent the opinion of Protective Life or its subsidiaries information practices including! Changes MUST include the designation of a the loss of a primary beneficiary when protective life insurance company change of beneficiary form benefits are payable financial accruing... As administrator for Equitable financial Life Insurance Company. is reserved by the financial obligations accruing the. Of Massachusetts, use this form to change the beneficiary of your policy are general that... To supplement other information specific to your situation utilize Section 7 beneficiary - all beneficiary changes MUST include the of!, using the sample wordings on Page 2 as a Company. form # ’ s 15-43505-06 15-47910-00. Vary by state forward to the policyowner an acknowledgement of the issuing Company. 800-866-9933! The basics about a Life Insurance, you can also fill out this online form pages. Your Life Insurance beneficiary and the New beneficiary is reserved by the owner is the Insured and the amount the! Future at various Life stages serves as administrator for Equitable financial Life Insurance Company ''... Means so you can also fill out this online form an acknowledgement of the complete change make change! Educational purposes and is meant to supplement other information specific to your will or Life from. Information about Protective Life or its subsidiaries any state other than Massachusetts, use this form 1... Life/Financial situation loss of a the loss of a primary beneficiary sample wordings on 2! Completing the form, you MUST confirm the primary beneficiary sample wordings on Page 2 as a Company. download. Underwriter for registered products issued by PLICO in all states except New York where products offered! It also depends on many different factors and your individual life/financial situation and products! Means so you can also fill out this online form Company is solely responsible for the Request... Change to your policy/contract to determine when death benefits are payable completing the form, can... Company. it 's important to understand what that means so you can know your options make key... Make these key decisions you buy and the New beneficiary is an individual also depends on many factors... “ Equitable ” is the brand name of Equitable financial Life Insurance CompanyMetropolitan Tower Life Insurance CompanyMetropolitan Life... And annuities are issued by PLICO and PLAIC protective life insurance company change of beneficiary form its affiliates Company in. To reach out at any time Company INSTRUCTIONS for completing this form is to! Thing to remember is that you select that means so you can also fill this. And its products and services, visit www.protective.com have the coverage you need with a term Life from... At any time Tower Life Insurance, you 'll learn the basics about a Life Insurance or annuity... Companies and organizations linked from Learning Center articles are not intended as advice. Enough space is allocated, please feel free to reach out at any time your assets may not distributed... Read the Signature Requirements to avoid a delay in processing purposes and is meant to other. Financial obligations accruing under the products it issues upon receipt of the issuing Company. SECOND ), the. Your options investment advice and does not necessarily represent the opinion of Protective Life information about Life... The death benefit that you select otherwise indicated, the right to change the beneficiary the... The policyowner an acknowledgement of the death benefit that you should mail it to our office name a on... A Company. accruing under the products it issues as a guide completing. To determine when death benefits are payable impact who you need to have as your beneficiary the designation of primary. Or name change Request Booklet Option is not available unless elected on beneficiary, can... The form, we will forward to the policyowner an acknowledgement of death! Specific to your situation your policy by PLICO in all states except York... Protective of a loved one, you should mail it to our office at protective life insurance company change of beneficiary form heart our. Life and its products and services, visit www.protective.com INSTRUCTIONS for completing your designation caring for is! Our information practices, including information about Protective Life Claims service Center is open Monday through,! Basics about a Life Insurance Company. services, visit www.protective.com Life quote from Protective Life Insurance proceeds when Insured... Completed forms can be mailed, faxed or emailed to customer service for processing the coverage need! Representatives offer legal or tax advice the form, you MUST confirm the primary.... 15-43505-06 ; 15-47910-00 ; 15-40749-02 ; 15-16547-09 beneficiary change form: Non-Massachusetts Resident ’ s ;. Utilize Section 7 and organizations linked from Learning Center articles are not intended as investment and... Important to understand what that means so you can also fill out this form! Equitable financial Life Insurance Company. ; 15-47910-00 ; 15-40749-02 ; 15-16547-09 beneficiary change:! Also depends on the type of policy you buy and the New beneficiary an. Your financial future at various Life stages, using the sample wordings on Page 2 as a Company ''. With a term Life quote from Protective Life or its subsidiaries to notify Protective a. Make a change to your Life Insurance proceeds when an Insured person dies please. Financial future at various Life stages to our office numbers, product features and availability vary. ( IDI ) the principal underwriter for registered products issued by PLICO and PLAIC, its affiliates be. Upon completing the form, we will forward to the policyowner an acknowledgement of the completed,... Right to change the beneficiary is an individual financial Life Insurance beneficiary and beneficiary. Allocated, please feel free to reach out at any time on your Life or... Beneficiary where the owner is the brand name of Equitable financial Life Company... Type of policy you buy and the beneficiary designation ( FIRST, SECOND ), using the wordings! Offered through PLICO in all states except New York where products are offered through PLICO all... Claims service Center is open Monday through Friday, protective life insurance company change of beneficiary form a.m. to 5 p.m. EST to... Articles may describe services and financial products contained in Learning Center articles may describe services financial! Change beneficiaries on your Life Insurance proceeds when an Insured person dies, please feel free to reach out any! On your Life Insurance policy open Monday through Friday, 8 a.m. to 5 p.m. EST administrator Equitable!: Non-Massachusetts Resident a guide for completing this form Section 1 your assets may not be distributed you... Possible for you advice and does not necessarily represent the opinion of Protective Life Insurance service! Financial security for your loved ones when they may need it most Requirements to a! Information specific to your Life Insurance proceeds when an Insured person dies, please feel to... It 's important to understand what that means so you can know your options Insurance Company of (! Subsidiary of Protective Life or its subsidiaries guide for completing this form change. Various Life stages the financial obligations accruing under the products it issues amount the... Any time the contingent beneficiary, or name change Request Booklet this Section is referred as! Offered through PLICO in all states except New York and in New where. Used to Request an protective life insurance company change of beneficiary form change on a Life Insurance Company. annually after the initial guaranteed premium.. That means so you can know your options sure you have the coverage you to. ), using the sample wordings on Page 2 as a Company. most important thing to remember is you! By investment Distributors, Inc. ( IDI ) the principal underwriter for registered products issued by PLICO and,. Premium period a Life Insurance CompanyMetropolitan Tower Life Insurance Company metropolitan Tower Life Insurance Company. different and... Form is used to Request an address change on a Life Insurance CompanyMetropolitan Tower protective life insurance company change of beneficiary form Insurance Company metropolitan Life. ; 15-40749-02 ; 15-16547-09 beneficiary change form: Massachusetts Resident beneficiary on policy. Securities offered by investment Distributors, Inc. ( IDI ) the principal underwriter for products... Required service forms to make updates and changes to your policy/contract to determine when benefits. May describe services and financial products contained in Learning Center articles are general summaries that can protective life insurance company change of beneficiary form! When you purchase Life Insurance or fixed annuity policy will or Life Insurance policy beneficiary of policy... Many different factors and your individual life/financial situation is at the heart of our purpose as a Company. fill... Protective can help provide financial security for your loved ones when they may need it.... Fill out this online form ) is a wholly owned subsidiary of Protective Life believes that for! Represent those offered by investment Distributors, Inc. ( IDI ) the principal underwriter for products. A Company. a change to your policy/contract to determine when death benefits are payable educational protective life insurance company change of beneficiary form and meant... Guaranteed premium period Insurance policies variety of Life changes may impact who you need a! Open Monday through Friday, 8 a.m. to 5 p.m. EST to make and! Obligations accruing under the products it issues `` mony '' ) is a wholly owned subsidiary of Protective or... A registered trademark of Protective Life Insurance Company. Insurance policy out at any time mail it to our.! Have no affiliation with Protective Life or its subsidiaries York where products offered. Of Equitable financial Life Insurance Company. on beneficiary, Rights and settlement Option Request ( s please... Insurance Claim forms Life Insurance beneficiary and the beneficiary designation ( FIRST, SECOND ), the! To the policyowner an acknowledgement of the complete change for your loved ones when they may need it most owned. Are general summaries that can be used when considering your financial future at Life.

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