Annuity Policy Changes2018-12-10T20:01:30+00:00

Choose one of the following:

Call the Customer Service Department at (800) 233-3750 ext. 503.

Fax, mail or email a written request (please indicate the contract number and whose address you are changing).

Complete and return the change notification slip attached to your premium billing envelope.


Complete a Contract Change Form L-5454 and send it to us by mail, fax, or email.

Complete the Change Of Ownership Form L-5535 and send it to us by mail, fax, or email.

Please Note:

-When the current contract owner is a business or trust, the form must include the name of the business or trust, and the title of the person signing. The person who signs should not be the person insured or the person who will benefit from the change.

-After we have accepted and recorded the information on your owner designation form, the change will be effective the date the form was signed.  We will mail the new owner a copy of the endorsed form.

-Changing the ownership of a policy does not change the beneficiary.

-Changing the ownership of a policy does not change the payor.

-There may also be tax consequences to having your life insurance policies or annuities owned by a trust, or by other family members who will be the beneficiaries. You may want to consult your tax advisor prior to requesting a change in ownership.

Complete the Statement Of Lost Contract L-5431 form and send it to us by mail, fax, or email.

Complete a Beneficiary Change Form L-5514 and send it to us by mail, fax, or email. Here is some helpful beneficiary change information: Beneficiary Change Information Page L-5514 (I)

Complete Collateral Assignment L-8026 and mail it to us. Keep a copy for your records.  We will also mail a copy of the acknowledged form for your records.

Questions?
Contact Customer Service

Phone: (800) 233-3750
ext. 503

Fax: (847) 850-3304

service@federallife.com

Email Customer Service