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Online Policy Service Forms
North American is pleased to
offer the following online service forms for your convenience. Each form
is accompanied with step-by-step instructions. When you've completed the
selected form(s), please print, sign and date the form(s) and mail to
the address indicated at the bottom of the form(s).
Please Note:
These forms are formatted as PDFs (Portable Document Format). They are
viewable only through
Adobe Acrobat Reader.
Beneficiary Change:
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-
Beneficiary Change (L-2402)
- To change to whom the death benefit is payable
-
Policy Settlement Agreement
(L-1153) -
To change/place a Trust as guardian for minor children. Trust must be
in effect.
Multi
Purpose Change:
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-
Multipurpose Service Request
(L-2777) -
Multipurpose service request form (policy surrender, automatic premium
loan, loan requests, partial withdrawal requests, policy
certificate/duplicate policy)
- Address Change* - To change owner's address
of record
- Policy Loan/Partial Withdrawal*
- Children Insurance Rider* - To add a
child(ren) to existing rider on policy
Ownership
Change:
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-
Ownership Change (L-2402)
- To change the owner of the policy
-
Collateral Assignment Change
(L-776) -
To place a policy assignee
-
Release of Collateral Assignment
(L-513) -
To release a policy assignee
Premium Payment Change:
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-
Pre-Authorized Check Plan Authorization
(L-1683)
- To set up or change bank information on policy
-
Credit Card Authorization Form
(L-2856)
- To set up or change credit card information on policies. Please
note this option is only available for TERM policies
- Change Mode of Premium Payment*
- To change
frequency of payments
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