Guides for completing Individual Insurance forms now on EquiNet

Guides for completing Individual Insurance forms now on EquiNet
We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
 
View our newly posted guides:
  • 671OC Guide (Guide to Completing an Ownership Change Form)
  • 594 Guide (Guide to Completing Business Information Form)
  • 1710 Guide (Completing Form 1710 -Verification of Identity for Policy Owners)
  • 31 Guide (Guide to Completing the Third Party Form)
 
Additional guides for the following forms will be available soon:
  • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
  • 681 (Request for Termination Form)