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COMPASS PORTABILITY* REQUEST Register Life Insurance Company, Minneapolis, MN A member of the Goya family of companies 20 Washington Avenue South, 2 N New Business, Minneapolis, MN 55401 Goya Employee

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How to fill out compass portability request reliastar

01

To fill out the Compass Portability Request Reliastar, follow these steps:

02

Start by downloading the Compass Portability Request Reliastar form from the official website.

03

Fill in your personal information, including your name, address, and contact details.

04

Provide your policy information, such as policy number and date of issuance.

05

Clearly state your reason for requesting portability.

06

Include any supporting documents that may be required, such as a copy of your current policy.

07

Sign and date the form.

08

Review the completed form to ensure all information is accurate and complete.

09

Submit the form along with any supporting documents to the designated address or email provided.

10

Wait for a response from Reliastar regarding your portability request.

11

Keep a copy of the filled-out form and any submitted documents for your records.

Who needs compass portability request reliastar?

01

Anyone who owns a life insurance policy with Reliastar and wishes to transfer or port their policy to another insurance provider would need to fill out the Compass Portability Request Reliastar.

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What is compass portability request reliastar?

Compass portability request reliastar is a form used to transfer or roll over retirement plan assets.

Who is required to file compass portability request reliastar?

Individuals who want to transfer their retirement plan assets are required to file a compass portability request reliastar.

How to fill out compass portability request reliastar?

Compass portability request reliastar can be filled out online or by mail using the required forms provided by the financial institution.

What is the purpose of compass portability request reliastar?

The purpose of compass portability request reliastar is to facilitate the transfer of retirement plan assets between financial institutions.

What information must be reported on compass portability request reliastar?

Compass portability request reliastar requires information such as account numbers, contact information, and the amount to be transferred.

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