Use the following forms when you need to make a simple change to your policy. For more information about changes to your policy, visit Frequently Asked Questions for policyholders. Please note that all forms are availabe in English only. For help with the forms, please contact Americo Customer Service at 800.634.1181.

• Beneficiary Change Request Forms
  • Individually Owned or Multiple Persons Owned Policies
  • Qualified Retirement Plan
  • Corporation Owned
  • Trust Owned
• Ownership Change Request Forms
  • Individually Owned or Multiple Persons Owned Policies
  • Corporation Owned
  • Trust Owned
• Name Change Request Form
• Address Change Request Form
• Collateral Assignment of Policy/Release of Assignment of Insurance Policy Form
• Annuity Withdrawal Form
• Annuitant Change Request Form
• Universal Life Partial Surrender Form
• W-9 Request for Taxpayer Identification Number and Certification
• Required Minimum Distribution Election Form
• Payroll Deduction Change Authorization Form
• Bank Draft Authorization