Managing Existing Certificate Forms
- Existing Life Certificates
- Authorization to Disclose Account Information
- Agent of Record Change Form
- Change Of Address Form
- Request For Change of Premium Payment Mode-Type
- Endorsement Agreement
- IRS W9 (Request for Taxpayer Identification Number)
- Beneficiary Designation – Change of Name
- Request For Transfer Of Ownership
- Beneficiary Change To Trustee
- Definition of Replacement-Stage One
- Affidavit In Case Of Loss Or Destruction Of A Certificate
- Affidavit in Case of Loss or Destruction of a Certificate for Surrender
- Affidavit In Case Of Loss Or Destruction Of Deceased Member’s Certificate
- Death Benefit Claim Initiation
- Proof Of Heirship
- Cash Surrender Request Form
- Existing Annuity Certificates
- Authorization to Disclose Account Information
- Agent of Record Change Form
- Change Of Address Form
- Non-Qualified Annuity – Deposit Agreement Distribution
- IRA Distribution Request
- IRA Required Minimum Distribution (RMD)
- IRS W9 (Request for Taxpayer Identification Number)
- Beneficiary Designation – Change of Name
- Request For Transfer Of Ownership
- Beneficiary Change To Trustee
- Definition of Replacement-Stage One
- Affidavit In Case Of Loss Or Destruction Of A Certificate
- Affidavit in Case of Loss or Destruction of a Certificate for Surrender
- Affidavit In Case Of Loss Or Destruction Of Deceased Member’s Certificate
- Death Benefit Claim Initiation
- Cash Surrender Request Form
Our Mission
The mission of the PRCUALife Sales Department is to continually secure new members through the promotion of choice life insurance and annuity products by designated sales representatives, and to provide its sales force with exceptional service, support and resources.
