Instructions
Follow these instructions to transfer the ownership on your policy.
- Complete form
Complete the form in its entirety. - Complete signatures
Complete the signature section with account holder and policy owner printed name, signature and date. - Change resulting from death
If the change in ownership is resulting from a death, the request must be accompanied by both a death certificate and current appointment papers. - Change if owner is a trust
Trust changes must be accompanied by pages 1 and 2 of the trust as well as the signature page. The request must also be signed by the trustees. - Change for a corporation or power of attorney
Corporate changes require the signatures of two corporate officers along with their titles. - Submit form
Return the completed forms with any required documentation via postal mail, overnight mail or fax to our service center.
Postal mail
F&G Service Center
P.O. Box 81497
Lincoln, NE 68501-1497
Overnight mail
F&G Service Center
777 Research Drive
Lincoln, NE 68521
Fax
Annuity Policyholder Services (PHS): 402.328.2266
Life Policyholder Services (PHS): 800.281.5777
Allow 3 business days for faxed documents to enter our processing system. - Confirm updates
A confirmation of this change will be mailed to the owner's address on record upon completion.
Transfer of Ownership
[ADMIN 0177]
Download ADMIN0177
22-0084