Request change insurability template 2026

1. Click ‘Get Form’ to open the request change insurability template in our editor.
2. Begin by filling out the 'General Information' section. Enter the policy number, branch code, and your advisor's details. Ensure that the name of the insured person and their date of birth are accurately provided.
3. In section 2a, specify any changes you wish to make to your policy. For example, if you want to change the death benefit option or add a child to an existing rider, select the appropriate options and provide necessary details.
4. If applicable, complete section 2b for additional changes specific to disability policies. Indicate any adjustments needed for benefits or periods.
5. Finally, ensure all required signatures are completed in section 3. This includes signatures from the policy owner and any witnesses as necessary.

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