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What is Sub-Account Transfer

The Sub-Account Transfer Request Form is a document used by clients of Securian Financial Services to request transfers between sub-accounts within their insurance contracts.

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Who needs Sub-Account Transfer?

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Sub-Account Transfer is needed by:
  • Owners of Minnesota Life Insurance policies
  • Joint owners seeking to transfer sub-accounts
  • Power of attorney holders managing assets
  • Representatives or agents acting on behalf of clients
  • Financial advisors assisting with contract management

How to fill out the Sub-Account Transfer

  1. 1.
    Access the Sub-Account Transfer Request Form on pdfFiller by searching its name in the search bar.
  2. 2.
    Once the form loads, familiarize yourself with the interface, noting where to click to fill in fields and checkboxes.
  3. 3.
    Gather necessary information before starting, including your contract number, Social Security number, and the owner's name and current address.
  4. 4.
    Begin filling in the blank fields, entering the required details as instructed on the form. Pay special attention to sections requiring signatures.
  5. 5.
    Use pdfFiller's tools to easily navigate through checkboxes and fields for ease of completion.
  6. 6.
    If the owner's address has changed, ensure to complete that section as indicated in the instructions.
  7. 7.
    After completing all sections, review the form thoroughly to ensure accuracy and completeness, making any necessary edits.
  8. 8.
    Finalize your form by saving your progress, then opt to download it or submit it directly through pdfFiller's submission features.
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FAQs

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Clients of Minnesota Life Insurance Company, including policy owners, joint owners, and those holding power of attorney, are eligible to use this form for making transfers between sub-accounts.
While specific submission deadlines can vary, it’s important to submit the form promptly to avoid delays in processing transfers. Check with Securian Financial Services for specific timeframes.
You can submit the completed Sub-Account Transfer Request Form directly through pdfFiller by using its submission options, or download the filled form and send it via mail or email as instructed by Securian.
Typically, you may need to provide identification, such as a driver's license or Social Security number, along with proof of ownership, depending on the requirements set by Securian Financial Services.
Ensure all fields are completely filled out, including checkboxes. Double-check your personal details and contract information for errors to avoid delays in processing.
Processing times can vary based on the specifics of the request. Clients usually receive updates from Securian Financial Services typically within a few business days after submission.
If you encounter any issues while completing the form on pdfFiller, consult the platform’s help center or customer service for guidance on using their tools effectively.

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