Forms
Welcome to the Forms Library. Here you will find various forms pertaining to your insurance policies, ranging from applications, affidavits, questionnaires and premium waivers, claim statements, change of beneficiary and/or change of name, premium statements, manuals and other important documents.
Print out the forms you need, complete them and mail them to the address indicated on the form.
If you have difficulty locating the form you believe you need, and/or need assistance completing a form, please contact a Customer Service Representative at 1.866.975.4089.
Become a Broker
Group Insurance
- Accelerated Benefit Claim Form
- Accidental Dismemberment Benefits Statement of Claim
- Attending Physician (to Be Completed by)
- Claimant’s Statement
- Enrollment for Life Insurance Forms
- Estate/Survivors Affidavit
- Questionnaire for Policyholders Filing Form 5500
- Request for Change of Beneficiary/Name/Address
- Transfer to Minor Under UTMA Affidavit
- Waiver of Premium Benefits Form
Individual Disability/Accident/Critical Illness Insurance Claim Forms
*In order to file a claim under the Disability Income Policy, the attached Claim Form must be completed in full. The policyholder must complete the Claimant section (pages 1–3) and the Authorization to Release form (page 5). The attending physician must complete the Attending Physician’s Initial Statement of Disability (pages 1–3). Once the form is complete, mail or fax it to the location indicated at the top of the form. An incomplete form, by ether claimant or attending physician, will delay processing.
