Policy Forms

Need a form right now? Select a form from the dropdown menu and click the button below. The forms are in PDF format which can be viewed on any machine. Please print the form, fill in the information, and return it to the address shown on the form. Your Beneficial Financial professional can also assist you in making policy changes or provide additional information.
Need a form right now? Select a form from the dropdown menu and click the button below. The forms are in PDF format which can be viewed on any machine. Please print the form, fill in the information, and return it to the address shown on the form. Your Beneficial Financial professional can also assist you in making policy changes or provide additional information.

To apply for a reinstatement of your policy, please have each of the forms completed for all individuals who had been covered by the policy at the time it lapsed. Upon receipt of the completed forms, we will consider your policy for reinstatement. We will notify you of the required payment amount, if the reinstatement is approved. We are not able to accept any payments on the policy until that time.

Reinstating your universal life or whole life policy may cause it to become a modified endowment contract (MEC- explained in the included Statement of Intent for Modified Endowment Contract From). For further details on this, please contact your Beneficial financial professional or our Customer Service Department at 1.800.233.7979.

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