Forms

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 13080
Springfield, IL 62791-3080

Requests submitted via fax or e-mail will not be accepted.

Policy Change Forms

Beneficiary Change Form

Use this form to make changes to the beneficiary.

Download

Multi-Purpose Change Form

Use this form to make changes to your policy, such as name, address, ownership, premium billing frequency or dividend option.

Download

Change 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.

Download

Designate 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.

Download

Loan 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.

Download

Loan Form (MA Specific)

For clients in Massachusetts only.

Download

Please contact us at 800-323-0050 or customer.service@utgins.com if you are unable to find the form you are looking for.

How do I request policy information, including policy values?