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
- Insurance Application - LP257
- Policy Change Application - LP386
- Leave at Home Package - LP1539
- Identity and Third Party Determination - IP-LP782
- Notice of Transfer of Ownership for Insurance Products - PS371
- Conversion Application - LP1285
- Allocation Form - PS425
- Allocation Form (WFG) - WFG-LP1221
- Financial Service Form - IP416
- Contact Information Change - IV1527
- Policy Ownership for Corporate & Non-corporate entities or Trusts - IP-LP1747
- Universal Life Fund Code Chart - LP946
- Life Insurance Products & Critical Illness Protection Riders - LP2027 NEW! (Underwriting Requirements Chart effective April 1, 2021. Note: These changes will be reflected in LifeView as of April 19, 2021.)
- Politically Exposed Persons and Head of International Organization - IP-LP1165
- Claimant’s Statement for Life Insurance Claims - CL213