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Policy change begins eDelivery of contracts and documentation
Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
Looking for more information?
Additional details regarding the process can be found here and in the FAQ.
Please contact your Regional Sales Manager if you have any questions. - Universal Life
- [pdf] DUCA Credit Union Lending Arrangement
- Policy Change and Conversions eDelivery - Quick Tips and Tricks
- [pdf] Supplementary Advisor Contracting Application
- Frequently Asked Questions
- [pdf] Schedule A - Commission Schedule
- [pdf] Ownership Change Form - S&R
- Switches and surrenders