One Account Transfer Form for All Life Products

To change index account allocations for existing premiums, all you need is one convenient form! The new consolidated form replaces several product- or issue-date specific forms.  All index accounts offered among the various life insurance products are listed, so some accounts may not apply to your client’s policy – refer to the policy or client statement.  The new form is on the Agent Gateway website and may be used immediately.

Account Transfer – Life Products: ETL-LIFE-ALLOC-ACCTTRANS(06-20)