Forms
Policyowner Service Request (Form 7000-1004) used to request:
- Change Address
- Change Beneficiary
- Change Name
- Request Lost or Duplicate Policy
Annuity Payment Plans (Form 7200-0405) used to request:
- Systematic Withdrawal Plans
- Required Minimum Distributions (for tax qualified accounts)
- Annuitization Plans
- IRC Section 72(t) Payments
- Direct Deposit Plans
Life Service Form (Form LBL PHS) used to request
- Beneficiary, Name, Owner Change
- Change of Address
- Duplicate Certificate of Coverage
For any other service forms not listed above, please contact your LBL Agent or our Policyowner Service Department.
