Service Forms
- Policy Owner Service Request
- Agent HIPAA Form (release PHI to agent)
- Family Member HIPAA (release PHI to family)
- Bank Draft Authorization (In English) / (en Espanol)
EASY UPLOAD MOBILE APP
The Easy Upload mobile app or the Form Upload tool found on the Client Services site can be used to securely send documents to us regarding a specific Life & Health policy or Annuity contract, even if you aren’t a registered contract/policy holder. Simply click on the Start Uploading button. You will need to know the contract/policy number and the owner’s zip code to use this feature.
