If you are a resident of any state other than Massachusetts, use this form to change the beneficiary of your policy. 410 0 obj
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Life insurance from Protective can help provide financial security for your loved ones when they may need it most. h��XkO#��+����_�i�dlse���rcY�`0���=l��S�3�f�!J"��WuUuթ�j��3-$�¢WLZ�^3�O���f4�[�G�� It is not intended as investment advice and does not necessarily represent the opinion of Protective Life or its subsidiaries. When you buy a life insurance policy, you must designate a beneficiary, or someone to receive financial compensation in the event of your death.However, selecting a beneficiary may present you with situations where you'll need to specify how your life insurance benefits will be handled. IDI is located in Birmingham, Alabama. If not enough space is allocated, please utilize Section 7. Protective® is a registered trademark of Protective Life Insurance Company. Address Change Request. Securities offered by Investment Distributors, Inc. (IDI) the principal underwriter for registered products issued by PLICO and PLAIC, its affiliates. You will need to complete a change of beneficiary form. Percentage: designations must equal 100%. Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. ���2PHbw.�.��D�$C��4.=cKSc=c��. x�+�2R0R04�32U��31U(J� © Protective Life Corporation, Birmingham, AL. 388 0 obj
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Individual Life Insurance Service Forms. MONY Life Insurance Company ("MONY") is a wholly owned subsidiary of Protective Life Insurance Company. Insurance and annuity products are offered through PLICO in all states except New York where products are offered through PLAIC. endstream
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Unless otherwise indicated, the right to change the beneficiary is reserved by the owner(s). 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. 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. 1. 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. Instructions for Completing the Change of Beneficiary Form . +q
When you purchase life insurance, you'll be asked to name a beneficiary on your policy. Refer to your policy/contract to determine when death benefits are payable. The decision of changing beneficiaries depends on many different factors and your individual life/financial situation. h�bbd```b``6 �� �i#�d�7��.��Xfo�,�`��`�%� �`�L� ��S��k@��]�,`�l��A��:@�#��
�C����8�! A variety of life changes may impact who you need to have as your beneficiary. The company agrees that, if the policy requires endorsement or amendment for the above requested change of beneficiary, recording and The most important thing to remember is that you shouldn't wait to make updates and changes to your will or life insurance policy. %PDF-1.6
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Protective and Protective Life refer to Protective Life Insurance Company (PLICO) and its subsidiaries, including Protective Life and Annuity Insurance Company (PLAIC). Upon completing the form, you should mail it to MONY PO BOX 4830 Syracuse, NY 13221 Please visit our Privacy Policy for more information about our information practices, including information about your privacy choices. If you wish to designate more than five individuals as primary or contingent beneficiaries, attach a … 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. Find the required service forms to make a change to your life insurance policies. Metropolitan Life Insurance Company Metropolitan Tower Life Insurance Company. 0ed81304-74f8-4d32-947d -3c9d8d794c9d. Premiums increase annually after the initial guaranteed premium period. endstream
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It's important to understand what that means so you can know your options. Product availability and features may vary by state. Payment will be made in one sum. 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+�
�gB:ô�L(M��������#���\dʄ�ä�Dl����EĞ�TC5�1 %�t��u`����(�����)N Not for use with consumers. Whether you're looking to protect your family's lifestyle or pass along a legacy for the next generation, we can help. Overnight Mail Protective Life Insurance Company 2801 Hwy 280 S Birmingham, AL 35223 Protective Life Insurance Company serves as administrator for Equitable Financial Life Insurance Company of America (EFLOA). The company indicated in this section is referred to as "the Company." 443 0 obj
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Completed forms can be mailed, faxed or emailed to customer service for processing. Neither Protective Life nor its representatives offer legal or tax advice. 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. Children as a group. For information about Protective Life and its products and services, visit www.protective.com. Protective ® Classic Choice Term (ICC16-TL21 / TL-21) is a term life insurance policy issued by Protective Life Insurance Company, Birmingham AL. Use this form to change the Beneficiary where the Owner is the Insured and the new Beneficiary is an individual. Life is ever-changing. Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. Beneficiary Change Form: Non-Massachusetts Resident. To notify Protective of a the loss of a loved one, you can also fill out this online form. endstream
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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. Download Life Insurance Claim Forms (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. Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. This form is used to request an address change on a life insurance or fixed annuity policy. Not available in New York. Get a quote for term life insurance. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company. 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�
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���) �m� (i�Z�)�*�B����iY. We try to make this process as simple as possible for you. 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��,.��@. 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. Companies and organizations linked from Learning Center articles have no affiliation with Protective Life or its subsidiaries. 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 Claims Service Center is open Monday through Friday, 8 a.m. to 5 p.m. EST. It is important to keep beneficiary designations updated. Call 800-866-9933 to speak to a Protective Life Insurance customer service representative. Box 12687 Birmingham, AL 35202-6687 Designation Information: Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. Things such death, marriage, having a child, divorce, and other events can drastically change your life in the blink of an eye. Form #15-29022-01. The Change of Beneficiary Form is attached. Life insurance change of Beneficiary - Short form. If you are a resident of Massachusetts, use this form to change the beneficiary of your policy. NE, Cedar Rapids, IA 52499 1 BEN-CCC 02/14 Beneficiary Change Form SERVICE REQUEST FORM Protective Life Insurance Company P.O. You will need to complete a change of beneficiary form which can be obtained online here. C�R���L�B�c*HW�)O�w�S�h�4����>N����K>�����'�kl��Ŵ��c��{�]L�X 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. 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. 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. 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.
How much life insurance is going to cost depends on many different factors, such as your age and health. The same is true for your life insurance. 0
Each company is solely responsible for the financial obligations accruing under the products it issues. Note: These forms are in PDF format. endstream
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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. 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). 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. Here, you'll learn the basics about a life insurance beneficiary and the beneficiary options you have as you make these key decisions. Examples of wording that can be used to designate a beneficiary on this Form are set forth below. Complete Online: Download PDF: Beneficiary Change Form: Massachusetts Resident. Life insurance change of Beneficiary Use this form to change Beneficiaries on your life insurance policies. x�-˱ The information presented is for educational purposes and is meant to supplement other information specific to your situation. �@E��}�+�gwf�mŐZ�KHR��l���^5(���\�L�p�bƊ�|�����G|w����Lʘ�b��Ĝ�A�-�[`�^c
Protective Life believes that caring for beneficiaries is at the heart of our purpose as a company. SIGN HERE FOR THE ABOVE REQUEST(S) Please read the Signature Requirements to avoid a delay in processing. 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. Ownership, Beneficiary, or Name Change Request Booklet. Complete the beneficiary designation (FIRST, SECOND), using the sample wordings on Page 2 as a guide for completing your designation. 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 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. Metropolitan Life Insurance CompanyMetropolitan Tower Life Insurance Company Settlement Option is not available unless elected on Beneficiary, Rights and Settlement Option Request (Form 4113). Upon completing the form, you should mail it to our office. Booklet contains following form #’s 15-43505-06; 15-47910-00; 15-40749-02; 15-16547-09 Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Fax Number 1-800-235-4782 Administrative Office located at: 4333 Edgewood Rd. 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. 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. It also depends on the type of policy you buy and the amount of the death benefit that you select. @� �d�
For more information on who will receive life insurance proceeds when an insured person dies, please check out our FAQ pages. Descriptions of financial products contained in Learning Center articles are not intended to represent those offered by Protective Life or its subsidiaries. %%EOF
Make sure you have the coverage you need with a term life quote from Protective Life. Learning Center articles may describe services and financial products not offered by Protective Life or its subsidiaries. “Equitable” is the brand name of Equitable Financial Life Insurance Company of America (EFLOA). Protective.com; For financial professional use only. 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. Protective Life Insurance Company Life and Health Insurance Administration P.O. 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. Life Insurance Claims. What Life Insurance Product is Right for Me? If you do, your assets may not be distributed as you may have wished. These forms will help you conduct life insurance authorizations, requests, name/address change, naming a beneficiary … INSTRUCTIONS FOR COMPLETING THIS FORM Section 1. Insurance and annuities are issued by PLICO in all states except New York and in New York by PLAIC. During this process, please feel free to reach out at any time. x�3�37�402VH�2P0P04�32U04�31U(J�J� e\R
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