Prudential Collateral of Assignment - First Resource Group 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by completing sections 1 and 2, which require details about your policy and the policyowner(s). Ensure all information is accurate.
3. In section 3, provide the full name and complete address of the assignee(s). If there are more than two joint assignees, complete section 4 with their details.
4. If applicable, have the beneficiary(ies) sign section 6 if the Death Benefit is payable to someone other than the insured’s estate.
5. Review signature requirements in section 5. Include your signature(s) and date(s) in section 6. If limitations exist on rights, ensure that relevant parties sign as required.
6. Return pages 2 through 4 to Prudential while keeping page 1 for your records. No need to send the policy itself.

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