Instructions
Follow these instructions to transfer the ownership on your policy.
- Complete form
Complete the form in its entirety. - Complete signatures
Complete the signature section with account holder and policy owner printed name, signature and date. - Change resulting from death
If the change in ownership is resulting from a death, the request must be accompanied by both a death certificate and current appointment papers. - Change if owner is a trust
Trust changes must be accompanied by pages 1 and 2 of the trust as well as the signature page. The request must also be signed by the trustees. - Change for a corporation or power of attorney
Corporate changes require the signatures of two corporate officers along with their titles. - Submit form
Return the completed forms with any required documentation via postal mail, overnight mail or fax to our service center.
Postal mail
99精品视频 Service Center
P.O. Box 81497
Lincoln, NE 68501-1497
Overnight mail
99精品视频 Service Center
777 Research Drive
Lincoln, NE 68521
Fax
Annuity Policyholder Services (PHS): 402.328.2266
Life Policyholder Services (PHS): 800.281.5777
Allow 3 business days for faxed documents to enter our processing system. - Confirm updates
A confirmation of this change will be mailed to the owner's address on record upon completion.
Transfer of Ownership
[ADMIN 0177]
22-0084