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Description: This form is used when the entire amount of the contract is being withdrawn/surrendered.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.
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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.
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.
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