Other Interested Party Authorization Request

This form may be used for a life insurance or fixed annuity policy to: authorize an interested party, request and receive policy information, remove an interested party, or stop/start duplicate mailings to an interested party.

Transaction Authorization (For Telephone/Electronic Requests)

This form is used to authorize the Policyowner to make telephone or electronic requests that are available on the policy, or to authorize a party other than the policyowner to make telephone or electronic requests. In the state of WA, if another party is appointed, a witness's signature is required.

Loan Request

This form is used to request a loan on a life insurance policy.

Surrender Request

This form is used to surrender/cancel an existing life insurance or annuity policy.

Withdrawal Request

This form can be used to request withdrawals of cash value and dividends and surrender paid-up additional insurance on a life insurance or fixed annuity policy.

Billing and Premium Change Request

This form is used to request changes to billing and premium information on in-force life insurance policies.

Electronic Funds Transfer (EFT)

This form is used to establish and change EFT requests for premium payments on life insurance & fixed annuity policies and policy loan repayments on life insurance policies only.

In Force Variable Life Investment Option Services

This form is used to allocate payments, rebalance and/or transfer investment options using the variable transfer services available on your variable life insurance policy.

Indexed Products Transfer - PACIFIC DISCOVERY PROTECTOR IUL (PDP)

Used for PDP IUL product to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PACIFIC DISCOVERY XELERATOR IUL (PDX)

Used for PDX & PDX 2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PACIFIC HORIZON IUL 2

Used for Horizon IUL, Horizon ECV IUL, Horizon SIUL, and Horizon IUL 2 to request one-time transfers, payment transfers, scheduled indexed transfers or segment maturity reallocations.

Indexed Products Transfer - PACIFIC INDEXED ACCUMULATOR (PIA & PIA 2)

Used for PIA & PIA2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PACIFIC INDEXED ACCUMULATOR (PIA 3, 4, 5, 6)

Used for PIA 3, PIA 4, PIA 5 & PIA 6 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PACIFIC INDEXED ESTATE PRESERVER (IPEP)

Used for IPEP, IPEP2, & IPEP3 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PACIFIC INDEXED PERFORMER LT (PIP LT)

Used to for PIP LT & PIP LT 2 IUL products request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PACIFIC PRIME IUL

Used for PRIME & PRIME 2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PACIFIC TRIDENT IUL

Used for Trident IUL product to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Indexed Products Transfer - PIA PROTECTOR (PIA PRO & PIA PRO 2)

Used for PIA Pro & PIA Pro 2 IUL products to request one-time transfers, payment transfers, Scheduled Indexed Transfers, or segment maturity reallocations.

Certificate of Insurance/Duplicate Policy Request

This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.

Certificate of Insurance/Duplicate Policy Request

This form is used to request a Certificate of Insurance or a duplicate policy on life insurance or fixed annuity policies.

Billing and Premium Change Request

This form is used for billing and premium changes.

Electronic Funds Transfer Authorization for Renewal Premiums

This form is used to establish and change EFT requests for premium payment.

Release of Assignment

This form is used to release a collateral assignment when a debt has been repaid on a collaterally assigned policy. A policy will remain collaterally assigned until this form is completed and returned to PL.

Authorization to Exercise Ownership Rights

This form is used for policy owned by business entities and other organization, or for other ownership arrangements to notify PL who is authorized to sign on behalf of the Policy Owners when exercising the policy's ownership rights

Certificate of Insurance/Duplicate Policy Request

This form is used to request a Certificate of Insurance or a duplicate policy on insurance policies.

Collateral Assignment

This form is used to assign a policy as collateral security for an obligation owed to a bank, company or individual. It’s execution transfers certain contractual rights from the policy owner to the assignee

Other Interested Party Authorization Request

This form may be used to authorize an interested party, request and receive policy information, remove an interested party to stop/start duplicate mailing to an interested party.

Producer Change Request

This form is used to replace any existing Producer/Agency that services the policy/contract with the New Producer/Agency named

Surrender Request

This form is used for surrendering policies.