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Variable Universal Life Request for Service Form Athene Annuity & Life Assurance Company PO Box 19086 Greenville, SC 29602-9086 Overnight Address: 2000 Wade Hampton Blvd. Greenville, SC 29615-1064

How to fill out variable universal life request

How to Fill Out a Variable Universal Life Request:

1. Start by gathering all the necessary information and documents. This may include personal identification, financial records, and any existing policies or insurance information.
2. Review the request form thoroughly to understand the required fields and sections. Ensure you have a clear understanding of the terminology used and any instructions provided.
3. Begin filling out the form by entering your personal details accurately. This typically includes your full name, contact information, date of birth, and social security number or tax identification number.
4. Provide information about your current health status and medical history. This may involve disclosing any pre-existing medical conditions or undergoing a medical examination.
5. Indicate the coverage amount you desire for your variable universal life policy. Consider your financial needs, debts, and long-term goals while determining the appropriate coverage level.
6. Specify the beneficiaries you want to designate for the policy. Provide their full names, relationship to you, and their contact information. You may also need to specify the percentage of the death benefit each beneficiary will receive.
7. Pay attention to any investment options or premium payment methods available. Review the available investment choices and select the ones that align with your financial objectives. Additionally, select a premium payment option that suits your budget and financial capabilities.
8. Carefully read through the form once completed to verify all the provided information. Make sure everything is accurate and nothing is missing.
9. Sign and date the form as required. Some forms may also require a witness signature.

Who Needs a Variable Universal Life Request:

1. Individuals seeking a flexible life insurance policy that combines a death benefit with investment options may require a variable universal life request. This type of policy allows the policyholder to allocate a portion of their premium payments towards various investment accounts, such as stocks, bonds, or mutual funds.
2. Those who desire access to cash value accumulation and potential tax advantages might find a variable universal life policy suitable. The accumulated cash value can be used for future expenses or as collateral for loans if necessary.
3. Individuals who want the flexibility to adjust their premium payments or death benefit amount periodically may benefit from a variable universal life policy. This type of policy allows policyholders to make changes according to their financial circumstances or changing needs.

Overall, a variable universal life request is suitable for individuals seeking a life insurance policy that offers investment options, potential tax advantages, and flexibility in terms of premium payments and death benefits.

For pdfFiller’s FAQs

What is variable universal life request?

Variable universal life request is a form used to request changes or updates to a variable universal life insurance policy.

Who is required to file variable universal life request?

The policyholder or the authorized representative is required to file a variable universal life request.

How to fill out variable universal life request?

Variable universal life request can be filled out by providing the necessary information requested on the form and submitting it to the insurance company.

What is the purpose of variable universal life request?

The purpose of variable universal life request is to make changes to the policy, such as updating beneficiaries, changing coverage amount, or updating personal information.

What information must be reported on variable universal life request?

The information that must be reported on variable universal life request includes policy number, requested changes, policyholder's details, and any other relevant information.

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