Q:How do I make a change to my life insurance policy?
For common policy changes, please contact our Client Services Department.
- Call 1-800-657-6351
- Fax 1-800-240-9734
- Write us at PO Box 7777, Meridian, ID 83680-7777
- Email us at firstname.lastname@example.org (Do not include Social Security #s in your email.)
- Contact your agent
Change of Beneficiary or Change of Name
Contact our office or your agent as indicated above. A special Change of Policy form will be mailed to you to be completed and returned to the home office. When this completed form is received in our office, the change will be acknowledged and a copy of the Change of Policy form will be sent to you to be attached to your policy. Remember to keep us updated concerning any name or address changes for your beneficiaries.
Change of Policy owner
There may be many reasons to change the owner of a policy. Any potential advantages and disadvantages of such a change should be discussed with your attorney or accountant. If a change is desired, contact our office or your agent, and a Change of Policy form will be mailed to you.
Change of Address
Simply call our office.