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Inicio
Sobre Nosotros
Calendario
Formas de Servicio
Oportunidades
Operacional
Galería
Telemarketing
Contáctenos
Inicio
Sobre Nosotros
Calendario
Formas de Servicio
Oportunidades
Operacional
Galería
Telemarketing
Contáctenos
SERVICIO AL CLIENTE
Directorio de Servicio al Cliente
ANICO
ANNUITY
10585-PR-Allocation
Absolute Assignment AN-325
ACH for Additional Deposits
Annuity Claim
Annuity Service Request
Collateral Assignment of Life or Annuity AN-331
Deceased Ownership Change
Deduction Monthly Premiums from Salary 971
Direct Deposit
Lifetime Income Rider Request
Non-Admin Group Contract Distribution Request (Qualified Annuity)
Pre 59 age Distribution Request
Premium Allocation Change ASIA 7 & 10
Request for Confinement, Disability or Terminal Illness Waiver Facility
Request for Confinement, Disability or Terminal Illness Waiver Owner
Request for Confinement, Disability or Terminal Illness Waiver Physician
Request for Payment of Settlement Option AN-10905
Suitability-USA Patriot Act
Summary and Disclosure Notice for Accelerated Benefits
Transfer 1035 and Non Qualified
Transfer or Rollover Qualified Request
Waiver of Administrative Services
WealthQuest Series - Additional Payment Receipt - 4729
LIFE
Absolute Assignment AN-325
ACH Authorization
Additional Beneficiary for Inforce Policies AN-11089
Address-Contact Change and Policy Duplicate AN-11090
(enviar a
lisdept@americannational.com
)
ANICO Change of Agent
Application for Policy Change (Term Conversion)
Application for Reinstatement ICC09582
(
enviar a
lisdept@americannational.com
)
Beneficiary Change Request AN-11088
(enviar a
lisdept@americannational.com
)
Change of Ownership AN-11087
Claim for ABR Critical Physician's Statement
Claim for ABR Critical Statement of Claimant
Claim for Chronic Illness - Statement of Claimant
Claim Form for Chronic Illness Acc Ben Phy Statement
Collateral Assigment - AN331
(enviar a
lisdept@americannational.com
)
Date Change - Pre-Authorized Deductions
Death Claim AN-536
Declaration of Insurability (Increase IUL)
Deduction Monthly Premiums from Salary 971
Payroll Deduction Agreement 969
Policy Change Application (Face Amount, Death Benefit Option & Risk Class) - 11197
(enviar a
lisdept@americannational.com
)
Policy Loan, Allocation or Cash Surrender Request AN-11114
Pre-Authorize Payment Plan Form 201
Transfer 1035 and Non Qualified 4394NQ
Transfer or Rollover Qualified Request 4394Q
Trust Certification
BRIGHTHOUSE
Change of Beneficiary
(PDF)
Collateral Assignment (PDF)
Full Surrender Request (PDF)
Name Change (PDF)
Partial Cash Withdrawal Request (PDF)
Policy Loan Request (PDF)
Release Collateral Assignment (PDF)
Fidelity & Guaranty
1035 Exchange Transfer - Rollover
Applications for Exchange of Proceeds and Fund Disbursement Admin 5520
Authorization for Direct Deposit Admin 5560
Change Beneficiary Request
Change Name or Address
Claimant's Statement- Annuity (Non-Qualified) (Deceased)
Contract Change - Transfer of Ownership
Distribution Request By Beneficiary
Duplicate Policy Request
Fidelity Change of Agent
Loan Request Admin 5590
Nursing Home Certification
PAC Admin 5617
Reallocation Authorization
Request for Disbursement 10% or Surrender Admin 5988
Request for Disbursement TSA
Request for Guaranteed Minimum Withdrawal Income Rider Election
Request for Systematic Withdrawal Admin 5989
Signature Verification Form
Transfer of Ownership-Beneficiary
W-4R Withholding Certificate for Nonperiodic Payments and Rollover Distributions
W-9 Request Taxpayer Identification Number and Certification
John Hancock
Collateral Assignment-Release Collateral (PDF)
Lincoln Financial Group
ANNUITY
1035 Exchange-Rollover ACORD 951
Additional Deposit 32899
Annuitization Request 25698
Annuity Change Broker-Representative
Automatic Bank Draft 26255
Automatic Withdrawal Non-Qualified AN11745AWS
Certification of Trustee Powers
Change of Ownership for Annuity
Change Beneficiary
Collateral Assignment Life or Annuity
Contract Change Request
Deceased Contract Request
Direct Deposit Authorization (EFT)
Distribution Request - Guaranteed
Lifetime Withdrawal Benefit Rider
Distribution Request - Non-Qualified NOT LIVING BENEFITS
Duplicate Contract AN 07428
Non Qualified Claimant's Statement
Periodic Payment - Claimant's Statement
Producer Information Change
Qualified Claimant's Statement
Release Collateral Assignment Life or Annuity
Repayment of Coronavirus Related Distributions
Statement of Chronic Illness (Deceased)
Statement of Disability (Deceased)
Special Circumstances Annuity Distribution Request AN 11745SCAD
LIFE
1035 Exchange (PDF)
Accelerated Benefit Physician's Certification
Agent Change (PDF)
Allocation Change or Transfer Request (PDF)
Application for Conversion-PR (PDF)
Beneficiary Change for Life (PDF)
Cancel Letter 1035 (DOC)
Collateral Assignment Life or Annuity (PDF)
Contract Change Request
Life Address Change Form
(enviar a
CustServSupportTeam@lfg.com
)
Loan Request (PDF)
Lost Policy - Duplicado de Póliza
(enviar a
CustServSupportTeam@lfg.com
)
Name Change
Ownership Change - Life
PAC Electronic Fund Transf. Auth.
(enviar a
CustServEFT@lfg.com
)
Partial Surrender or Withdrawal - Life
Premium Deposit Fund Transmittal (PDF)
Producer Information Change (PDF)
Reinstatement or Change App (PDF)
Reinstatement Questionnaire
Release Collateral Assignment Life or Annuity (PDF
Surrender Request - Life (PDF)
Systematic Disbursements
Term Cancellation Request (PDF)
Mass Mutual
EFT (PAC) (PDF)
Change Agent
Beneficiary Change
National Western
Additional Beneficiary
Address Change Request
Annuity Claimant Statement Annuitized
Annuity Death Claim
Assignment Policy as Collateral
Change of Beneficiary
Change of Ownership Affidavit
Direct Deposit Request (PDF)
Early Distribution
Early Distribution Transfer
Election of Distribution Method
Minimum Distribution Disclosure Age 70 and Older
Non Qualified Loan Agreement
Partial Surrender
Policy Owner Change Request
Request for Systematic Withdrawal of Interest (PDF)
Request Q-NQ Spousal Continuation (PDF)
Request Systematic Payment Minimum Distribution
Request Systematic Payment under Rider
Surrender Form
Request for Systematic Payment Penalty Free Withdrawal
W-4R Withholding for Nonperiodic Payments and Eligible Rollover Distributions
W-9 Identification Form (PDF)
Protective
Allocation Change
Application for Conversion or Exchange
Assignment Transfer
Automatic Premium Loan
Beneficiary Change
Change of Name
Collateral Assignment
Duplicate Policy (Policy Lost) (PDF)
Duplicate Policy (Policy Not Lost) (PDF)
Loan Request (PDF)
Partial Assignment of Policy as Collateral
Partial Surrender (PDF)
Pre-Authorized Withdrawal (PDF)
Reinstatement for PR
Release Assignment
Service Request (PDF)
Statement of Health
TRANSAMERICA
Change of Beneficiary
Collateral Assignment
Partial Surrender
Policy Service
Surrender
Universal Life
Additional Premium Equity Index & Equity Index Bonus
(PDF)
Agent Name
(PDF)
Aportación Adicional Anualidad e IRA
(PDF)
Contract Change Request
(PDF)
Death Benefit Election
(PDF)
Emergency Withdrawal Form
(PDF)
Formulario de Retiro Declaración Emergencia Huracán Fiona
Solicitud de Reembolso o Transferencia de Balance
Withdrawal Form - Fixed and Equity Contracts
OTROS
Acuerdo de Confidencialidad General
Cancelación
TERM
Carta Cancelación de
Annuity
Carta Cancelación de Pólizas
Carta Cancelación Descuento Sueldo Póliza
Change of Agent
COVID-19 Carta para cesar primas
Disablity Insurance Proposal Request
Life & Annuity Proposal Request
Quick App Annuity
Quick App IRA
Quick App Life
Requisitos Reactivación & Licencia Nuevas OCS
Requisitos Renovación de Licencia OCS
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09.04.2024