STATEMENT OF INTENT (LIFE INSURANCE)

The forms provided here are standard Administration forms. See the other links on the sidebar for Claim Forms. Any Enrollment forms and Evidence of Insurability forms must be obtained through your local Account Representative.

Statement of Intent (Life Insurance)

• If group life insurance was assigned under a prior group policy, then in order to continue the assignment under the new Group Policy the insured person and the owner must complete and sign a Statement of Intent form.
• The completed form must be sent to the insurer for approval, along with copies of all enrollment forms, beneficiary designations and the prior absolute assignment.