Service Forms

Additional Forms

• Limited Power of Attorney Appointment - Complete this form if the policy will have multiple owners or will be owned by a trust with multiple trustees.
• PIN Authorization Form and E-Delivery Election Form (PS3000t) - Complete this form to establish a personal identification number (PIN) which you will need to have on-line access to policy values.
• Electronic Fund Transfer Form  
• UN 3379 A: Variable - Legal Service Request Form:  Beneficiary/Ownership/Successor Ownership/Name Change/Lost Policy Affidavit/Release of Interest.
• UN 3379 B: Policyowner's Change and Service Request - Dividend Election Change - Address Change/Dividend Election/Planned Periodic Premium/Duplicate Policy.
• Third Party Transfer Authorization
  Authorizes a third party to change allocation of premium payments and to transfer funds among sub-accounts.
• Employer Owned Life Insurance Notice & Consent with IRS 8925 form (UN1166)

Optional Investment Strategies Forms

• Advisor VUL - AS1000 
  Request Dollar Cost Averaging, Portfolio Re-balancing or Earnings Sweep. Can change current and future allocations or make unscheduled deposits.
• Model Asset Allocation & Investment Advisory Agreement When completing this form, please also review the MSTAR ADV  | MSTAR ADV - Morningstar Asset Allocation Program ADV  This form gives information about the investment adviser and its business for the use of clients. The information has not been approved or verified by any government authority.