Life Ownership Change Request - Physicians Mutual 2026

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  1. Click ‘Get Form’ to open the Life Ownership Change Request in the editor.
  2. Begin by filling out the Current Policyowner Information section. Enter the policyowner’s name, contingent owner’s name, insured’s name, and policy number. Ensure your contact details, including phone number and email address, are accurate.
  3. Proceed to the New Owner(s) Information section. Input the new owner's full name, address, phone number, email address, date of birth, and their relationship to the insured. Repeat this for any new contingent owners.
  4. If you wish to change beneficiaries, complete the Primary and Contingent Beneficiary sections. Provide names, addresses, dates of birth, and relationships for each beneficiary.
  5. Finally, ensure all required signatures are obtained in the Signatures and Acknowledgment section before submitting your form for processing.

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2020 4.7 Satisfied (49 Votes)
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Our Company has always been centered on family and will continue to be for generations to come. Please Note: Capital and surplus applies to Physicians Mutual Insurance Company (est. 1902), which wholly owns Physicians Life Insurance Company (est. 1970).
Physicians Mutual is a genuine insurance company authorized by the NAIC to sell life insurance in all 50 states. They have been in business since 1909 and have an A rating with A.M Best.
Customer Service Need help? Use these quick links to easily find what youre looking for. Or, give us a call at 1-800-228-91001-800-228-9100 .
All you need to do is give us the new owners full name, address, phone number and proof of new ownership. Well need a new payment method and billing information before we can transfer the policy. Please call us at 1-800-228-9100 1-800-228-9100 to transfer your policy.
Physicians Mutual plans spent about 79.6% of premiums on member benefits, according to the most recent annual data [4] . (The other 20.4% went to overhead expenses like administrative costs, marketing, salaries and commissions.) For comparison, the average for all companies is 83.9%.

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