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Phoenix Life Insurance Company PHL Variable Insurance CompanyRequest for Policy Change Quick Reference Underwritten Changes Unattached is the form you requested. Please read and follow all instructions

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Step 10: If applicable, follow up with the concerned party to confirm receipt and processing of your non-underwritten changes form.

Who needs non-underwritten changes only?

01

Individuals who have existing non-underwritten policies and wish to make changes to their coverage without undergoing the underwriting process.

02

Policyholders who require minor modifications or updates to their current policy, such as changing beneficiaries, contact information, or updating payment details.

03

Customers who have been notified by their insurance provider that they are eligible for non-underwritten changes due to a specific circumstance or policy provision.

04

Those who want to make adjustments to their policy quickly and easily without the need for extensive paperwork or medical evaluations.

05

People who have recently experienced a life event or change in circumstances that requires updating their policy, such as marriage, divorce, birth of a child, or retirement.

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What is non-underwritten changes only?

Non-underwritten changes only refer to changes in an insurance policy that do not require underwriting approval.

Who is required to file non-underwritten changes only?

Policyholders are typically required to file non-underwritten changes only.

How to fill out non-underwritten changes only?

Non-underwritten changes only can usually be filled out by submitting a simple form to the insurance provider.

What is the purpose of non-underwritten changes only?

The purpose of non-underwritten changes only is to allow policyholders to make minor changes to their policy without having to go through the underwriting process again.

What information must be reported on non-underwritten changes only?

Basic information such as name, policy number, and the specific change being made must be reported on non-underwritten changes only.

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