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U.S. Financial Life Insurance Company
A Heritage Life Company
1. Assignment of policy as collateral security
2. Electronic payment authorization
3. Policy change
4. Term re-entry
5. Questionnaires
6. W-9 request for tax payer ID
7. Reinstatement forms
8. HIPPA form
9. Financial supplement
10. Designation Identification Form
11. Policy owner service request
11a. Address change
11b. Name or date of birth change
11c. Premium and mode change
11d. Loan request
11e. Full or partial surrender
12. Beneficiary statement
13. ACH authorization for direct deposit
14. Beneficiary change
15. Rights change
16. Agent of record change
17. First notice of death
18. Illustration request
19. Request for term policy conversion
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