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The information presented is for educational purposes and is meant to supplement other information specific to your situation. Protective® is a registered trademark of Protective Life Insurance Company. Upon receipt of the completed form, we will forward to the policyowner an acknowledgement of the complete change. 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. You will need to complete a change of beneficiary form which can be obtained online here. Not available in New York. 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. Securities offered by Investment Distributors, Inc. (IDI) the principal underwriter for registered products issued by PLICO and PLAIC, its affiliates. Metropolitan Life Insurance CompanyMetropolitan Tower Life Insurance Company @� �d�
To notify Protective of a the loss of a loved one, you can also fill out this online form. Metropolitan Life Insurance Company Metropolitan Tower Life Insurance Company. Complete Online: Download PDF: Beneficiary Change Form: Massachusetts Resident. x�3�37�402VH�2P0P04�32U04�31U(J�J� e\R
These forms will help you conduct life insurance authorizations, requests, name/address change, naming a beneficiary … The company agrees that, if the policy requires endorsement or amendment for the above requested change of beneficiary, recording and Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. Booklet contains following form #’s 15-43505-06; 15-47910-00; 15-40749-02; 15-16547-09 443 0 obj
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���) �m� (i�Z�)�*�B����iY. Download Life Insurance Claim Forms A variety of life changes may impact who you need to have as your beneficiary. It is important to keep beneficiary designations updated. Upon completing the form, you should mail it to our office. 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. Address Change Request. The form can be accessed online here. 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+�
We try to make this process as simple as possible for you. Examples of wording that can be used to designate a beneficiary on this Form are set forth below. 0
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. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company. If you do, your assets may not be distributed as you may have wished. Not for use with consumers.
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. 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. Make sure you have the coverage you need with a term life quote from Protective Life. 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. M��,.��@. Insurance and annuity products are offered through PLICO in all states except New York where products are offered through PLAIC. Use this form to change the Beneficiary where the Owner is the Insured and the new Beneficiary is an individual. 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 … If not enough space is allocated, please utilize Section 7. Protective.com; For financial professional use only. Get a quote for term life insurance. The decision of changing beneficiaries depends on many different factors and your individual life/financial situation. endstream
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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. �gB:ô�L(M��������#���\dʄ�ä�Dl����EĞ�TC5�1 %�t��u`����(�����)N Things such death, marriage, having a child, divorce, and other events can drastically change your life in the blink of an eye. Neither Protective Life nor its representatives offer legal or tax advice. How much life insurance is going to cost depends on many different factors, such as your age and health. Protective Life believes that caring for beneficiaries is at the heart of our purpose as a company. Find the required service forms to make a change to your life insurance policies. Make sure you have the coverage you need with a term life quote from Protective Life. 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. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. Policy form numbers, product features and availability may vary by state. 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. 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. 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. Descriptions of financial products contained in Learning Center articles are not intended to represent those offered by Protective Life or its subsidiaries. All Learning Center articles are general summaries that can be used when considering your financial future at various life stages. 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. INSTRUCTIONS FOR COMPLETING THIS FORM Section 1. It is not intended as investment advice and does not necessarily represent the opinion of Protective Life or its subsidiaries. The Claims Service Center is open Monday through Friday, 8 a.m. to 5 p.m. EST. Form #15-29022-01. x�+�2R0R04�32U��31U(J� Protective and Protective Life refer to Protective Life Insurance Company (PLICO) and its subsidiaries, including Protective Life and Annuity Insurance Company (PLAIC). Insurance and annuities are issued by PLICO in all states except New York and in New York by PLAIC. Designation of Beneficiary and Method of Payment. Each company is solely responsible for the financial obligations accruing under the products it issues. This form is used to request an address change on a life insurance or fixed annuity policy. Unless otherwise indicated, the right to change the beneficiary is reserved by the owner(s). Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Fax Number 1-800-235-4782 Administrative Office located at: 4333 Edgewood Rd. Please visit our Privacy Policy for more information about our information practices, including information about your privacy choices. 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 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). Protective ® Classic Choice Term (ICC16-TL21 / TL-21) is a term life insurance policy issued by Protective Life Insurance Company, Birmingham AL. 1. Premiums increase annually after the initial guaranteed premium period. You will need to complete a change of beneficiary form. 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. When you purchase life insurance, you'll be asked to name a beneficiary on your policy. The most important thing to remember is that you shouldn't wait to make updates and changes to your will or life insurance policy. 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. For more information on who will receive life insurance proceeds when an insured person dies, please check out our FAQ pages. Refer to your policy/contract to determine when death benefits are payable. endstream
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For information about Protective Life and its products and services, visit www.protective.com. 0ed81304-74f8-4d32-947d -3c9d8d794c9d. Life insurance change of Beneficiary Use this form to change Beneficiaries on your life insurance policies. Completed forms can be mailed, faxed or emailed to customer service for processing. ���2PHbw.�.��D�$C��4.=cKSc=c��. 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. Individual Life Insurance Service Forms. Life insurance from Protective can help provide financial security for your loved ones when they may need it most. It also depends on the type of policy you buy and the amount of the death benefit that you select. Product availability and features may vary by state. h�bbd```b``6 �� �i#�d�7��.��Xfo�,�`��`�%� �`�L� ��S��k@��]�,`�l��A��:@�#��
�C����8�! x�-˱ 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. 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? Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. (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. NE, Cedar Rapids, IA 52499 1 BEN-CCC 02/14 Beneficiary Change Form Protective Life Insurance Company Life and Health Insurance Administration P.O. The Change of Beneficiary Form is attached. �@E��}�+�gwf�mŐZ�KHR��l���^5(���\�L�p�bƊ�|�����G|w����Lʘ�b��Ĝ�A�-�[`�^c
IDI is located in Birmingham, Alabama. MONY Life Insurance Company ("MONY") is a wholly owned subsidiary of Protective Life Insurance Company. Children as a group. Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. 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. Complete the beneficiary designation (FIRST, SECOND), using the sample wordings on Page 2 as a guide for completing your designation. Here, you'll learn the basics about a life insurance beneficiary and the beneficiary options you have as you make these key decisions. C�R���L�B�c*HW�)O�w�S�h�4����>N����K>�����'�kl��Ŵ��c��{�]L�X endstream
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If you are a resident of any state other than Massachusetts, use this form to change the beneficiary of your policy. Settlement Option is not available unless elected on Beneficiary, Rights and Settlement Option Request (Form 4113). Beneficiary Change Form: Non-Massachusetts Resident. Payment will be made in one sum. Overnight Mail Protective Life Insurance Company 2801 Hwy 280 S Birmingham, AL 35223 +q
Learning Center articles may describe services and financial products not offered by Protective Life or its subsidiaries. If you wish to designate more than five individuals as primary or contingent beneficiaries, attach a … It's important to understand what that means so you can know your options. Upon completing the form, you should mail it to MONY PO BOX 4830 Syracuse, NY 13221 “Equitable” is the brand name of Equitable Financial Life Insurance Company of America (EFLOA). 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.) The company indicated in this section is referred to as "the Company." Life insurance change of Beneficiary - Short form. Whether you're looking to protect your family's lifestyle or pass along a legacy for the next generation, we can help. Box 12687 Birmingham, AL 35202-6687 Designation Information: Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. Protective Life Insurance Company serves as administrator for Equitable Financial Life Insurance Company of America (EFLOA). endstream
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Ownership, Beneficiary, or Name Change Request Booklet. Percentage: designations must equal 100%. %PDF-1.6
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SIGN HERE FOR THE ABOVE REQUEST(S) Please read the Signature Requirements to avoid a delay in processing. Companies and organizations linked from Learning Center articles have no affiliation with Protective Life or its subsidiaries. h��XkO#��+����_�i�dlse���rcY�`0���=l��S�3�f�!J"��WuUuթ�j��3-$�¢WLZ�^3�O���f4�[�G�� SERVICE REQUEST FORM Protective Life Insurance Company P.O. %%EOF
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