Several of our forms are available for download. You are welcome to type your information into the form and print, or you may print the form and complete it by hand. All forms require the signature of the policy owner and a Notary Official. Because original signatures are required to process any changes to your policy, forms must be returned by mail to:
UTG Customer Service
PO Box 410
Stanford, KY 40484-0410
Requests submitted via fax or e-mail will not be accepted.
Policy Change Forms
Multi-Purpose Change Form
Use this form to make changes to your policy, such as name, address, ownership, premium billing frequency or dividend option.
DownloadChange Beneficiary or Owner to a Trust
Complete this form in addition to the Beneficiary Change Form or Multi-Purpose Change Form, whichever is applicable, if you are changing the beneficiary or owner of a policy to a trust.
DownloadDesignate a New Owner (Deceased Owner)
If a policy owner has passed away and there is no contingent owner and no Executor named, please use this form along with the Multi-Purpose Change Form to designate a new owner.
DownloadLoan Form
Loan Form
Complete this form if you would like to request a loan against the current cash value of your policy. Be sure to answer the Notice of Replacement question and provide your social security number.
DownloadPlease contact us at 800-323-0050 or [email protected] if you are unable to find the form you are looking for.
