Primerica Term Life Leave behind booklet
https://pol1.primerica.com/product_support/protection/pages/zpla_108_r.pdf
This site is not affiliated with Primerica Financial Services. The information provided here is designed for personal use and reminder of protocol..."lest we forget." This is not a Primerica site. Please use www.primericacanada.com for official Primerica information. NOT PRIMERICA SITE.
Showing posts with label Life Insurance Protocol. Show all posts
Showing posts with label Life Insurance Protocol. Show all posts
Wednesday, February 2, 2011
Life Insurance: Change Address
Change of Address
To change your address, please download the Multi-Purpose Change form above and complete the following steps:
To change your address, please download the Multi-Purpose Change form above and complete the following steps:
- To change the address simply complete the Policy Owner Information section of this form and check the “new address” box.
- Mail or fax the Multi-Purpose Change Form to:
Primerica Life Insurance Company of Canada
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Please allow us 3 to 10 working days after receipt to process your request. For additional assistance or help with completing other sections of this form, please contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
Life Insurance: Change Beneficiary Protocol
To Change Beneficiary, please download the Multi-Purpose Change form and complete the following steps:
Please complete the Policy Owner Information section for all change requests.
- Complete all portions of the Change Beneficiary section. If multiple beneficiaries are listed, please designate the amount of the benefit in percentages. Ensure the percentage equals 100%.
- If a group is named as beneficiary, you must name each individual of this group. If a minor (below the age of 18) is listed as a beneficiary, please appointment of a trustee as financial guardianship for the minor will be required before policy proceeds can be released.
- Be sure to also complete and sign the Authorization for Beneficiary Change section of the form.
- If there is an existing Irrevocable Beneficiary assigned to your policy, we need their signature to process the change request.
- Mail or fax the Multi-Purpose Change Form to:
Primerica Life Insurance Company of Canada
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Please allow us 3 to 10 working days after receipt to process your request.
For additional assistance or help with completing other sections of this form, please contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
For additional assistance or help with completing other sections of this form, please contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
Life Insurance: Change My Banking Information
- Please complete all sections of the Pre-Authorized Debit Agreement form.
- Please ensure you review the “Pre-Authorized Debit Terms and Conditions”.
- The form must be signed and dated by Bank Account Owner. This will give us authorization to draft the new account.
- Be sure to include a signed voided cheque or an authorization to honor transfers of funds from the account to be debited with your “Pre-Authorized Debit Agreement”.
- Remember to write the policy number (Example: 10 61111111) somewhere along the top portion of the voided cheque.
- Mail or fax the completed Pre-Authorized Debit Agreement, signed voided cheque or deposit slip to:
Primerica Life Insurance Company of Canada
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Attn: Client Services
P.O. Box 174
Streetsville, ON L5M 2B8
FAX (905) 813 - 5312
Please allow us 3 to 10 working days after receipt to process your request.
For additional assistance or help with completing this form you may contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
For additional assistance or help with completing this form you may contact your agent or the Home Office at 1-800-387-7876. You can also email us at plicc_cn@primerica.com
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