ACH Authorization
Ownership Change
Address Change
Partial Withdrawal
Annuitization via Supplemental Contract
Pay Premiums via Pre-Authorized Check Plan (PAC)
Automatic Premium Loan (APL) Provision
Premium Deposit Fund (PDF) Withdrawal
Beneficiary Change
Reduced Paid-Up Insurance Election
Certificate of Coverage (only when original policy is lost or destroyed)
Reinstate a Lapsed Policy
Collaterally Assign a Policy
Release an Assignment
Dividends (or Coupon) Option Changes or Withdrawals
Required Minimum Distribution (RMDAW/KCL)
Extended Term Insurance Election
Riders or Benefits, Addition
Indexed Contract Financial Request
Riders or Benefits, Removal
Loan from Policy Value
Surrender
Name Change
Systematic Partial Withdrawal
Not Taken/Free Look Refund
Term Policy Conversion
