Forms Library

Forms library for associations, claims forms.

For your convenience, we now have available a  Claims Center  where you can find claims forms or begin filing a claim.

Administration Forms

The forms provided here are standard Administration forms, other than Claims. Any Enrollment or Application forms must be obtained through your Account Manager.

Insurance products in the U.S. are provided by ReliaStar Life Insurance Company (Home and Administration Office: Minneapolis, MN) and ReliaStar Life Insurance Company of New York (Home Office: Woodbury, NY. Administration Office: Minneapolis, MN). Within the State of New York, only ReliaStar Life Insurance Company of New York is admitted, and its products issued. Both are members of the Voya® family of companies. Product availability and specific provisions may vary by state.

Genworth logo

  • Conversation Starters
  • Family Stories
  • What is Long Term Care?
  • Understanding Medicare & Medicaid
  • How to Pay for Care?
  • Cost of Care
  • Cost Of Care Trends & Insights
  • Care Funding
  • Care Services
  • LTC Insurance Forms

Life Insurance Forms

  • Annuity Insurance Forms
  • Index UL Rates
  • Prospectuses
  • Why Increases are Needed
  • Value of Coverage
  • Genworth's Promise
  • Login/Register
  • Contact Form
  • File a Claim
  • The Claims Process
  • Collecting Benefit Payments
  • Change in Care
  • Closing a Claim
  • Submit a Claim Document
  • LTC Claims Forms
  • How to Begin A Claim
  • Life Insurance Claim Forms & FAQs
  • Annuity Claim Forms & FAQs
  • Unclaimed Property
  • Leadership Team
  • Thought Leadership
  • Genworth Newsroom
  • Employee Giving
  • Genworth Foundation
  • Environmental Impact
  • Community Investment
  • Diversity and Inclusion
  • Learning & Development
  • Benefits & Well-being
  • Financial Professionals

Don't have an account?

888 GENWORTH ( 888.436.9678 )

Monday – Thursday: 8:30 AM – 6 PM ET, Friday: 9 AM – 6 PM ET

new york life release of assignment form

  • Customer Service
  • Forms & Documents

Browse Genworth’s collection of life insurance forms. Once you locate the appropriate form, download and complete in full. Please print out, sign and return it to the address found directly on the life insurance form. If you have not already done so, please download Adobe Reader ® to view the forms.

Genworth’s life insurance forms will assist you with making changes to your index universal life, guarantee universal life, term life insurance and whole life insurance accounts. These forms will help you conduct life insurance authorizations, requests, name/address change, naming a beneficiary and other updates.

Are you looking for one of these forms?

These are the top two most downloaded life insurance forms. We've listed them here for your convenience. If the form you are looking for is not one of these two, all other life insurance forms available online are listed on this page, below.

Beneficiary Change Form

Electronic Funds Transfer (EFT) - Premium Renewal

Submit address or name changes for yourself or other parties on your policy, or to add, change or delete a third party listed on your policy to receive billing notices (for use with Life Insurance policies only). Login to submit your address change online .

Use to request a change to the Servicing agent on your policy(ies).

Information must be completed and received by the 1st of the month to process allocation changes on the 15th of the month. Available for Index UL products only.

Use when authorizing a third party to receive information about your policy. The authorized person will be required to provide appropriate security verification for any phone requests for information.

Request beneficiary changes on any life insurance policy.  If change of ownership and beneficiary is needed please use the Ownership and beneficiary designation request form applicable for your state (listed below).

Use this form to authorize cancellation of your policy.

Required to show signing authority for contracts owned by a Trust for Genworth Life and Annuity Insurance Company, Genworth Life Insurance Company and Genworth Life Insurance Company of New York.

Use when assigning policy proceeds to cover a loan (i.e. bank loan).

Required to show signing authority for an Attorney-in-Fact acting under a Power of Attorney for the policy or contract owner. For use with Life Insurance and Annuities only.

Request a duplicate copy of a lost or destroyed policy or contract.

Request automatic withdrawals from your bank account to pay premiums on life or long term care insurance policies, or to update bank account information for policies already drafting premiums.  Login to submit your electronic funds transfer online .

Used to request the following transactions on your Index Universal Life insurance policy: one-time withdrawal or loan, recurring withdrawals or loans, loan type switching, or full surrender.

This sample copy of Genworth Life Insurance Company's Universal Life Insurance policy is being provided for informational purposes only.  THIS SAMPLE POLICY IS NEITHER A CONTRACT OF INSURANCE NOR AN OFFER TO CONTRACT.

Use to request a loan on your life insurance policy.

Request owner and beneficiary changes on any life insurance policy.

Use when assignment of policy is relinquished or released.

Use to request a full surrender of a life insurance policy.

Use to make a change in planned premium amount or frequency of payment on a universal life policy.

Use to request a loan from your variable life insurance policy.

Use to request a full surrender of your variable life insurance policy.

Use to request a transfer of current investments in your variable life insurance policy.

Use to request a partial withdrawal from your variable life insurance policy.

Use to request a withdrawal on your life insurance policy.

IMAGES

  1. New York Life Insurance Collateral Assignment Form

    new york life release of assignment form

  2. 2015 Form NY Life Annuities ANN18743 Fill Online, Printable, Fillable

    new york life release of assignment form

  3. Prudential Release Of Assignment Form

    new york life release of assignment form

  4. Work Release Form Template

    new york life release of assignment form

  5. New York Life Forms 2020

    new york life release of assignment form

  6. Release Of Collateral Assignment Form

    new york life release of assignment form

COMMENTS

  1. Collateral Assignment Form

    If the Contract becomes a claim by reason of death or otherwise; upon receipt of a written statement indicating the outstanding amount of the Assignor's indebtedness, NYLIC is authorized to pay the Assignee the amount needed to satisfy the Assignor's debt up to the total amount of coverage. The balance, if any, will be paid to the ...

  2. Service forms library

    Give us a call at 1-800-225-5695 Monday to Friday, 9am to 7pm ET. Download service forms, which allows you to request certain changes or transactions on the New York Life products you own.

  3. Release of Collateral Assignment_AARP Blank_v3.pdf

    Release of Collateral Assignment_AARP Blank_v3.pdf. 32 %R[. r7DPSD )/. Q\ODDUS FRP VHUYLFH.

  4. Forms

    Americans with Disabilities Act (ADA) Forms. New York Life Group Benefit Solutions products and services are provided by Life Insurance Company of North America, New York Life Group Insurance Company of NY and New York Life Insurance and Annuity Corporation, subsidiaries of New York Life Insurance Company.

  5. Service Forms for Policyholders

    Ownership/Beneficiary Change for Variable Annuities. . For additional support, please contact the Service Center at 800-762-6212. To view all available forms, visit the Literature search. Explore Literature.

  6. PDF Collateral Assignment

    No other Company is responsible for such obligations or payments. Mailing Instructions: Send form(s) to: Standard Address • PO Box 305355 • Nashville, TN 37230-5355 • Fax: 1-844-930-0370 Variable Life Service Center • PO Box 305600 • Nashville, TN 37230-5600 • Fax: 713-620-6653. 1.

  7. PDF AVMA LIFE

    I, the Assignor's spouse, consent to the above transaction. RECORDED ON BEHALF OF NEW YORK LIFE, subject to the terms and conditions of the group policy. Please return this completed form to [Pearl Insurance Group, LLC at 1200 E Glen Ave, Peoria Heights, IL 61616-5325 OR [email protected]. Assistance is available by calling 800 621 ...

  8. Life Insurance Forms

    The AARP Life Insurance Program is underwritten by New York Life Insurance Company, New York, NY 10010 (NAIC #66915). AARP membership is required for Program eligibility. Specific products, features and/or gifts not available in all states or countries. New York Life Insurance Company is licensed in all 50 states.

  9. Collateral Assignment of Life Insurance

    Fill out a collateral assignment form. Once you sign your life insurance contract and pay your first premiums, complete a collateral assignment form with your insurer. ... In New York, coverage is underwritten by American Family Life Assurance Company of New York. 68000 series: In Arkansas, Idaho, Oklahoma, Oregon, Pennsylvania, Texas ...

  10. PDF Agent or Registered Representative Assignment Request Form

    STEP 1 Tell us your policy information. Please print the required information. Policy number(s) Residential address for individual policy owners. Please provide applicable address for Trust/Corporate policyowners. STREET APT. CITY STATE ZIP. Insured/Annuitant's name ,IGLƪHUHQWWKDQSROLF\RZQHU. as servicing agent, and if also a registered ...

  11. Forms Library

    The forms provided here are standard Administration forms, other than Claims. Any Enrollment or Application forms must be obtained through your Account Manager. Insurance products in the U.S. are provided by ReliaStar Life Insurance Company (Home and Administration Office: Minneapolis, MN) and ReliaStar Life Insurance Company of New York (Home ...

  12. PDF Release of Assignment of Life Insurance Policy or Annuity Contract as

    Release of Assignment of Life Insurance Policy or Annuity Contract as Collateral Security. Life and Annuity Operations: PO Box 21008, Greensboro, NC 27420-1008 Phone: 800-487-1485 Fax: 800-819-1987. The Lincoln National Life Insurance Company Email: [email protected]. Lincoln Life & Annuity Company of New York Annuity Service Ofice ...

  13. Forms

    Life forms. Beneficiary Change for Life Policy - CS06893 ... Release of Assignment of Life Insurance Policy or Annuity Contract as Collateral Security - CS11761 ... IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor ...

  14. PDF Collateral assignment or release of contract

    Use this form to assign or release your annuity contract as collateral. Please note the following: John Hancock will issue you an IRS Form 1099-R for each year your contract is collaterally assigned to report any taxable gains. A collateral assignment issued by John Hancock shall be made in duplicate and both copies will be sent to our customer ...

  15. Client Forms and Resources

    Client forms and resources. At New York Life, not only do we help provide protection and peace of mind for your future and the futures of those you love—we also empower our policyholders by sharing the information they need to make better, more thoughtful decisions. ARTICLE.

  16. Absolute Assignment of Life Insurance Policy* (Change of Ownership

    • A separate Absolute Assignment form must be used for each policy. Important Note: This form does not change the beneficiary designation. A beneficiary change may be appropriate. If the new owner wishes to change the beneficiary on the referenced policy, complete and submit form 0012422XX. • Please type or print in black or blue ink. The ...

  17. Service Forms

    Traditional Life Insurance & Annuities. Self-Service. Call-Us. Form. My Payment Preferences Form. Use this form to set up a payment arrangement in which premiums are paid monthly by automatically deducting the money directly from your checking or savings account. Login. Call Us: 1-800-225-5695. Fax number: (800) 278-4117.

  18. Life Insurance Forms

    Genworth's life insurance forms will assist you with making changes to your index universal life, guarantee universal life, term life insurance and whole life insurance accounts. These forms will help you conduct life insurance authorizations, requests, name/address change, naming a beneficiary and other updates. Manage Your Policy Online.

  19. PDF Group Membership Collateral Assignment of Life Insurance Benefits Form

    leted form to AMA Insurance 330 N Wabash Suite 39300 Chicago IL 60611. Assistance is availab. ssignment 1/9/2023IMPORTANT CONSIDERATIONS FOR COLLATERAL ASSIGNMENTSWe are pleased to provide the enclosed form in response to your inquiry about. signing your group insurance as collateral security for indebtedness. Be.

  20. PDF Release of Collateral Assignment

    The undersigned(s) understands that by executing this Release of Collateral Assignment, Zurich American Life Insurance Company of New York is authorized to rely on it without regard to the release's validity and that the Assignee's rights, title and interest in the policy revert to the Policy Owner [subject to any other existing lien(s)].

  21. PDF Funeral Assignments

    North America and New York Life Group Insurance Company of NY, subsidiaries of New York Life Insurance Company. Connecticut General Life Insurance Company is not affiliated with New York Life Insurance Company. SMRU# 1900746 - (Expires 5.18.23) How are funeral assignments handled? ACTION CLARIFICATION What is a Funeral Assignment? beneficiary ...

  22. PDF Boston Mutual Life Insurance Company Policy No

    Mail or fax the completed form to Life Insurance Company of Boston & New York: Client Services Department . Life Insurance Company of Boston & New York . PO Box 219 . Canton, Massachusetts 02021-0219 . Fax # - (800) 645-2317 . THE COMPANY WILL NOT RECOGNIZE ANY ASSIGNMENT OF WHICH IT HAS NO NOTICE . 5. Please do not submit your Policy or ...

  23. PDF Authorization to Release Personal Information

    Send us your completed form. Mail: New York Life, Individual Disability Insurance, 1500 Main Street, Suite 1400, P.O. Box 15189, Springfield, MA 01115-5189 Fax: 1-(833) 963-3462 Email: [email protected] Questions? Call us at (844)-420-1391 New York Life Insurance Company Individual Disability Insurance