FAQs

Forms are available on the Life Insurance Forms page.

You can request a cash value letter to be sent via mail or fax. Once logged in to your account, simply go to the “I want to:” section of your dashboard (located on the right for desktop users and on the bottom of the page for mobile phone users) and select either “Get a cash value letter by mail” or “Get a cash value letter by fax.” If you have multiple contracts, you must select a contract number before making this request.

Once logged into your account, simply go to the “I want to:” section of your coverage dashboard (located on the right for desktop users and on the bottom fo the page for mobile phone users) and select “request duplicate contract.” If you have multiple contracts, you must select a contract number before making this request. You are able to request a duplicate contract once every 30 days (per contract).

The following tax forms are available from the IRS:

W-7 Tax Form – Application for IRS Individual Taxpayer Identification Number

Instructions for W-7

W-8BEN Tax Form – Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Instructions for form W-8BEN

W-9 Tax Form – Request for Taxpayer Identification Number and Certification

W-9 Instructions – Instructions for the Requester of Form W-9

W-9 Tax Form (Spanish) - Solicitud y Certificacion del Numero de Identificacion del Contribuyente

W-9 (SP), Instrucciones para el Solicitante del Formulario W-9(SP), Solicitud y Certificación del Número de Identificación del Contribuyente

Form 712 – Life Insurance Statement

Forms 1099-INT are used to report interest payments made to an individual or entity (such as a trust or estate) during any calendar year to the Internal Revenue Services. Forms 1099-INT are mailed to an individual or entity in January of the year following the interest payment. Form 1099-INT informs the individual or entity of the interest amount paid to be reported on their tax return.