Description: This form is used when you need to make a change of address to your policy/contract. .
Types of Policies/Contracts: Deferred Annuities, Immediate Annuities, and Life Insurance.
Description: Deferred Annuities, Immediate Annuities, and Life Insurance
Types of Policies/Contracts: Deferred Annuities.
Description: This form is used to set up your direct deposit* and requires a voided check.
Types of Policies/Contracts: Deferred Annuities, and Immediate Annuities.
*When selecting a savings account, do not use the information from a deposit slip, instead have the bank send a letter with the correct routing and account numbers.
Description: This form is used when withdrawals need to be made in increments, such as monthly interest withdrawals.
Types of Policies/Contracts: Deferred Annuities.
Description: This form is used to make the Required Minimum Distribution (RMD) on qualified contracts.
Types of Policies/Contracts: Deferred Annuities.
Description: This form is used when the entire amount of the contract is being withdrawn/surrendered.
Types of Policies/Contracts: Deferred Annuities.
Description: This form is used when making a change to the beneficiary designation on your contract.
Types of Policies/Contracts: Deferred Annuities.
Description: This form is used when making a change to the beneficiary designation on your life insurance policy.
Types of Policies/Contracts: Life Insurance.
Description: This is an informational document provided by the IRS.
Types of Policies/Contracts: Deferred Annuities, and Immediate Annuities.
Description: This form is used for paying premiums on your policy/contract electronically. This form authorizes ELCO to pull the premium from your checking or savings account.
Types of Policies/Contracts: Deferred Annuities, and Life Insurance.
If you have questions about how to fill out these forms or need any other help, please call our policy services department at 1-800-321-3526. All forms can be sent in via fax to (847) 295-6043 or by email to phs@elcomutual.com. If you'd like to be contacted by ELCO, please fill out the form below.
ELCO Mutual and its representatives are not legal or certified tax professionals. For tax and/or legal advice, please contact a licensed professional. ELCO Mutual contracts with independent licensed insurance producers and does not guarantee nor certify them as financial planners. Continue Reading Not insured by the FDIC or associated with any government program or agency. Annuities are not associated with a bank. Withdrawals taken from annuities before the age of 59 1/2 are subject to the IRS's 10% excise tax. Individual Retirement Accounts (IRAs) cannot be opened past age 70 ½. Dividends are declared by the company's board of directors and are not guaranteed. When purchasing a single premium whole life policy, please note that the policy is a Modified Endowment Contract (MEC). Any distributions taken by the owner may be taxable (including from the accelerated death benefit rider). Death benefits for life insurance contracts are contingent on any due premiums being paid. The information on this website is intended for informational and educational purposes only and is not intended to provide investment advice or a recommendation. Clients seeking advice should consult a licensed professional. All life insurance policies and annuities are underwritten and issued by ELCO Mutual Life and Annuity. Also known as ELCO Mutual Life and Annuity Company in Florida. Policy Forms: Platinum Eagle: ICC19-SPL-19, Golden Eagle: ICC19-WLP-19, Silver Eagle: ICC19-FE19 and ICC19-MWL19, Preneed: PNGI-02 and PMP99R2, Guardian Eagle Single Premium: ICC19-MYGA[term length]-19, Guardian Eagle Flexible Premium: ICC16-FPA16, and Immediate Annuities: SPIA11 and ICC17-AIFXB17. Policy forms may vary by state. View Less
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Talk to a Person: 800.321.3526
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Policy Services Fax: 847.295.6043
New Business Fax: 847.295.6342
Claims Fax: 847.295.1145