Forms – Individuals
Member Services Forms
Forms for Service Requests or Policy Changes
- Application for Changes to the Cancer and Dreaded Disease
- Request for Policy Change or Correction (VIDA)
- Request for Change of Beneficiary
- Copy Request Form of the Insurance Policy
- Application for Policy Reinstatement
- Request for Policy Change or Correction (Cancer – Debit)
Automatic Premium Payment Authorization
- Authorization to pay through electronic means (Regular)
- Authorization to pay through electronic means (MDO)
- Payroll Deduction Authorization
Authorization for Electronic Payments to Claimants
Applications for Withdrawal, Loans, and Policy Liquidation
- Application for Partial Withdrawal Universal Policies (Regular)
- Application for Liquidation of Universal Policies (Regular)
- Application for Side Fund (MDO)
- The Loan Application
- Request for Surrender Value / Balance / Maturity
IRA and Annuities
- Statement of Distribution Transfer or Withdrawal (IRA)
- Statement of Distribution or Withdrawal (Variable Premium Annuity)
- Fund transfer to IRA
Forms to file a Claim
Cancer and Dreaded Diseases Policy
- Cancer Policy and Supplements for Hospitalization due to Disease and Intensive Care Claim Form
- Requirement Guide to Claim Cancer Policy benefits
- Good Health Maintenance Claim Form
- Chemotherapy, Radiotherapy, and Administration Claim Form
Hospitalization for any other disease
Intensive Care
First Cancer Diagnosis
- First cancer diagnosis policy claim form completed and signed by claimant and primary care physician
First Heart Attack Diagnosis
Hospitalization due to Accident
Emergency treatment for fractures, burns, tendon and ligament tears, bruises, mutilations, or dislocations
Accidental Dismemberment
Organ Transplant
Death Benefits
Natural or accidental death of principal insured or any of their dependents, both in life insurance and cancer policies
- Death Claim Form (natural or accidental)
- Authorization to request autopsy and toxicology report (homicide cases)
Assignment of Benefits for Funeral Home Payment in Life or Cancer Policies
Statement on Services and Merchandise – Funeral Pre-Arrangement Policy
Disability Benefits – Life and Cancer Policies
- Application for Disability Benefits (DI)
- Application for Benefits due to Waiver of Premium Payments because of Disability
- Medical Disability Report
Unemployment
Accelerated Benefit
Additional Requirements for Policy Claims within the First Two Years of Issuance
- Authorization for Medical Information Form
- Additional Requirements – Physicians/Hospitals Information