Electronic Payment (EP) Account Agreement
Pay your premiums and make other transactions with our convenient Electronic Payment (EP) Account Agreement. Use this form to authorize electronic fund transfers from your checking, savings or share draft account to pay premiums due on your personal life insurance policies. The form contains detailed instructions on how to use this convenient service.
PDF version (153 KB)
Change of Beneficiary Form
To correct or change beneficiaries on your Total Control Account.
(Note: Please do not use the standard life or annuity designation forms for TCA beneficiary designations.)
PDF version (340 KB)
Request a Loan Form
This form is used to request a loan on your life insurance policy.
PDF version (250 KB)
Partial Withdrawal Form
This form is used to request a partial withdrawal from a universal life policy.
PDF version (246 KB)
Dividend Withdrawal Form
This form is used to request a withdrawal of dividend or riders from a traditional life insurance policy.
PDF version (247 KB)
Policy Surrender Form
This form is used to request a full cash surrender on your life insurance policy.
PDF version (237 KB)
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