We accept only Kansas City Life Insurance Company Form 269A.
In the majority of instances, assignments occur on life insurance policies only. Tax-sheltered annuities may not be collaterally assigned.
The form must be completed to include the policy number, Insured’s name and complete address for the Assignee. The form should be signed by the Policyowner and/or Irrevocable or Creditor Beneficiary if applicable. If the policy is owned by a corporation, the form must be signed by the president or vice president and another officer. The form must be notarized appropriately under the Individual or Corporate Acknowledgement section. It is not necessary to remit the physical Policy to assign.
Click here for details on how to direct the form to the Home Office.