Life insurance from Protective can help provide financial security for your loved ones when they may need it most. 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). Payment will be made in one sum. 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 … @� �d� Learning Center articles may describe services and financial products not offered by Protective Life or its subsidiaries. It also depends on the type of policy you buy and the amount of the death benefit that you select. Metropolitan Life Insurance Company Metropolitan Tower Life Insurance Company. Companies and organizations linked from Learning Center articles have no affiliation with Protective Life or its subsidiaries. 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. endstream endobj 393 0 obj <>/ProcSet[/Text]>>/Subtype/Form/Type/XObject>>stream Please visit our Privacy Policy for more information about our information practices, including information about your privacy choices. 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. Complete the beneficiary designation (FIRST, SECOND), using the sample wordings on Page 2 as a guide for completing your designation. 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. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Descriptions of financial products contained in Learning Center articles are not intended to represent those offered by Protective Life or its subsidiaries. How much life insurance is going to cost depends on many different factors, such as your age and health. 388 0 obj <> endobj Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. 443 0 obj <>stream Protective® is a registered trademark of Protective Life Insurance Company. 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 During this process, please feel free to reach out at any time. 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. x�+�2R0R04�32U��31U(J� Form #15-29022-01. The same is true for your life insurance. Life insurance change of Beneficiary Use this form to change Beneficiaries on your life insurance policies. Children as a group. Percentage: designations must equal 100%. The form can be accessed online here. 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. Insurance and annuity products are offered through PLICO in all states except New York where products are offered through PLAIC. This form is used to request an address change on a life insurance or fixed annuity policy. Find the required service forms to make a change to your life insurance policies. Use this form to change the Beneficiary where the Owner is the Insured and the new Beneficiary is an individual. All Learning Center articles are general summaries that can be used when considering your financial future at various life stages. Neither Protective Life nor its representatives offer legal or tax advice. The most important thing to remember is that you shouldn't wait to make updates and changes to your will or life insurance policy. The Claims Service Center is open Monday through Friday, 8 a.m. to 5 p.m. EST. The company indicated in this section is referred to as "the Company." Make sure you have the coverage you need with a term life quote from Protective Life. M��,.��@. 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. 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. Whether you're looking to protect your family's lifestyle or pass along a legacy for the next generation, we can help. endstream endobj 394 0 obj <>stream 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. Protective Life Insurance Company serves as administrator for Equitable Financial Life Insurance Company of America (EFLOA). 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. Complete Online: Download PDF: Beneficiary Change Form: Massachusetts Resident. 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. x�3�37�402VH�2P0P04�32U04�31U(J�J� e\R Note: These forms are in PDF format. These forms will help you conduct life insurance authorizations, requests, name/address change, naming a beneficiary … It's important to understand what that means so you can know your options. For information about Protective Life and its products and services, visit www.protective.com. Even if you only want to change the contingent beneficiary, you must confirm the primary beneficiary. Completed forms can be mailed, faxed or emailed to customer service for processing. We try to make this process as simple as possible for you. Securities offered by Investment Distributors, Inc. (IDI) the principal underwriter for registered products issued by PLICO and PLAIC, its affiliates. Not available in New York. Protective.com; For financial professional use only. 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.) 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. 0 To notify Protective of a the loss of a loved one, you can also fill out this online form. “Equitable” is the brand name of Equitable Financial Life Insurance Company of America (EFLOA). MONY Life Insurance Company ("MONY") is a wholly owned subsidiary of Protective Life Insurance Company. Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Fax Number 1-800-235-4782 Administrative Office located at: 4333 Edgewood Rd. Beneficiary Change Form: Non-Massachusetts Resident. 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. Refer to your policy/contract to determine when death benefits are payable. Not for use with consumers. 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. The Change of Beneficiary Form is attached. 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. The company agrees that, if the policy requires endorsement or amendment for the above requested change of beneficiary, recording and Box 12687 Birmingham, AL 35202-6687 Designation Information: Beneficiary - All beneficiary changes MUST include the designation of a primary beneficiary. �gB:ô�L(M��������#���\dʄ�ä�Dl����EĞ�TC5�1 %�t��u`����(�����)N The decision of changing beneficiaries depends on many different factors and your individual life/financial situation. Unless otherwise indicated, the right to change the beneficiary is reserved by the owner(s). It is important to keep beneficiary designations updated. If you are a resident of Massachusetts, use this form to change the beneficiary of your policy. Premiums increase annually after the initial guaranteed premium period. Life is ever-changing. h�bbd```b``6 �� �i#�d�7��.��Xfo�,�`��`�%� �`�L� ��S��k@��]�,`�l��A��:@�#�� �C����8�! Life insurance change of Beneficiary - Short form. 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. Individual Life Insurance Service Forms. Protective ® Classic Choice Term (ICC16-TL21 / TL-21) is a term life insurance policy issued by Protective Life Insurance Company, Birmingham AL. What Life Insurance Product is Right for Me? �@E��}�+�gwf�mŐZ�KHR��l���^5(���\�L�p�bƊ�|�����G|w����Lʘ�b��Ĝ�A�-�[`�^c Designation of Beneficiary and Method of Payment. h��XkO#��+����_�i�dlse���rcY�`0���=l��S�3�f�!J"��WuUuթ�j��3-$�¢WLZ�^3�O���f4�[�G�� x�-˱ Download Life Insurance Claim Forms If you wish to designate more than five individuals as primary or contingent beneficiaries, attach a … Make sure you have the coverage you need with a term life quote from Protective Life. If you do, your assets may not be distributed as you may have wished. Examples of wording that can be used to designate a beneficiary on this Form are set forth below. Address Change Request. Protective Life believes that caring for beneficiaries is at the heart of our purpose as a company. ���2PHbw.�.��D�$C��4.=cKSc=c��. IDI is located in Birmingham, Alabama. 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 The opinion of Protective Life nor its representatives offer legal or tax advice our purpose as a guide completing. Financial obligations accruing under the products it issues may not be distributed as you these. Various Life stages, AL 35202-6687 designation information: beneficiary change form: Massachusetts protective life insurance company change of beneficiary form. 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