Requests and Changes
How Can We Help?
We want to make it easy and efficient for our Policyowners to keep us informed of their needs. Start here to update your Personal Information, Policy Information, request duplicate documents. Select from the options listed below to display the respective forms.
We are happy to provide our policyowners with a policy identification card. Present your card to your health care provider for verification of your valuable insurance protection or refer to it whenever you contact us. To order a free replacement card, click on the link above and fill out the online request.
If you are not able to locate your original policy, we will be happy to mail you a duplicate policy. To order a duplicate policy, click on the link above and fill out the online request.
To change or correct the spelling of your name, please print and complete a Name Change Form and send it to us.
Having your correct address is very important to us in order to ensure that notices, checks and correspondence are communicated promptly. To make changes or corrections to your address, please print and complete an Address Change Form and send it to us. In addition to providing the insured's physical residence, you may add or change an address for the following:
- Owner Address - The person shown in your policy who has ownership privileges.
- Payor Address - Someone responsible for receiving premium notices.
- Alternate Payor Address - Someone to receive premium notices in order to avoid an unintentional lapse of coverage.
- Claims Address - Someone to receive claims checks, claims explanation of benefits. Must have written authorization from insured.
Click on the link above to access the Beneficiary Change form. Use this form to change the beneficiary under a life insurance policy. To change the beneficiary under a life insurance policy, print and complete a Change of Beneficiary Form and send it to us.
Click on the link above to access the Change of Ownership form. Use this form to change the ownership and control of a life insurance policy. If the owner has passed away, the executor of the owner's estate must complete and sign an application for contract change naming the new owner. The executor must provide Letters Testamentary or Court Documents showing their authority. To change ownership and control of a life insurance policy, print and complete an application for Contract Change and send it to us.
It may be appropriate from time to time to re-evaluate your insurance coverage and make changes to better fit your current needs. You may wish to increase or decrease the amount of coverage provided by your policy or to add or delete persons from coverage.
Whatever your needs, we will make every effort to accommodate your request. Increasing coverage or adding a family member may require evidence of insurability. Decreasing the amount of coverage or deleting a dependent does not require additional underwriting. For assistance in making these coverage changes, please contact your Professional Equitable Agent or a Policyowner Service Representative, at our home office. You may call us toll free at 1-800-352-5150 or email us.