Policy Servicing

Policy Changes

Procedure for requesting policy changes:

  • Complete the Policy Change and Reinstatements Request Form every time you wish to make changes (ensure details of the changes are specified).
  • The signature appearing on the Request Form must be identical to the one appearing on your life insurance application form. (For juvenile policies, a parent's signature or the signature of the payer is required.)
  • The life insurance agent or agency leader should witness the request for changes by signing as a witness (if any).

All supporting documents must be certified by the Insured