Forms for Clients

Contract Payees and Owners:

Once a policy is issued, all changes and inquiries flow through the Structured Settlement Customer Service Department. Please submit your requests in writing and include the claimant's signature for the following changes:


Used for:

  • Beneficiary Changes
  • Address/Telephone Number Change
  • Name Change

Used for:

  • Electronic Funds Transfer (EFT)

Notification of Death:

Please call Customer Service for notification and additional instructions.


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