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Forms Library
Access commonly requested forms for managing your Federal Life policy. If you’re not sure which form you need or need help completing a request, contact us and we’ll point you in the right direction.
How to submit
Completed forms and documents can be submitted by mail, fax, or email. See the Life & Annuities section under Contact Us for details. Original hard copies of certain legal documents may be requested to confirm authenticity, even if submitted electronically.
Tips for success
- Check that the right person signs the form. In most cases, that’s the contract owner for active policies, or the beneficiary for death claims.
- Sign every form by hand. Electronic signatures are not accepted.
- Scan documents at high quality if submitting by email or fax. Photos of forms or legal documents are not accepted.
- Double-check every form for completeness and accuracy before submitting.
Death Claims Forms
Notice of Death
Report a death in writing.
FORM 8044
Collateral Assignment Form
Assign benefits to a funeral home or creditor.
FORM L-8026
Surrenders, Withdrawals & Loans
Life
Request a surrender, partial withdrawal, or new loan.
FORM L-8194
Annuities
Request a surrender, rollover, or withdrawal.
FORM L-7119
Role Management
Beneficiary Change
Replace the current beneficiary designation.
FORM L-5514
Owner Change
Designate a new owner on an active contract.
FORM 5606
EFT Management
Policyholders – Annuities
Set up or update EFT for annuity disbursements.
FORM 2287
Policyholders – Life
Set up or update EFT for premium payments.
FORM 2287
Agent Commissions
Set up or update EFT for commission payments.
FORM ####