Policyholder Alert!
Our offices are open to essential staff only at this time. As our employees continue to work remotely to effectively support you, we request that you send documents to ivari through our secure online process.
Looking for an ivari form? Need product guides or other reference information? You can find it here.
Here are quick links to our most commonly downloaded material. Look for the “Get a Print Copy” in the search results for items that are available in print.
Frequently used forms
- Policy Service Application - PS339
- Change of Beneficiary Form - PS367
- Pre-Authorized Debit (PAD) for Insurance Products - PS375 NEW!
- Insurance Application - LP257
- Policy Change Application - LP386
- Identity and Third Party Determination - IP-LP782 NEW!
- Notice of Transfer of Ownership for Insurance Products - PS371 NEW!
- Conversion Application - LP1285
- Allocation Form - PS425 NEW!
- Allocation Form (WFG) - WFG-LP1221 NEW!
- Financial Service Form - IP416
- Contact Information Change - IV1527
- Policy Ownership for Corporate & Non-corporate entities or Trusts - IP-LP1747 NEW!
- Universal Life Fund Code Chart - LP946 NEW!
- Life Insurance Products & Critical Illness Protection Riders - LP2027 NEW!
- Politically Exposed Persons and Head of International Organization - IP-LP1165 NEW!
- Claimant’s Statement for Life Insurance Claims - CL213 NEW!