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Policyholder Service Forms

With LLIS, you’re not alone after your policy is in force.

We are here to assist you as a liaison with your insurance company once your policy is in force. After all, change happens. If you don’t see what you need here, just give us a call!


Authorization for Insurance Company to Release Policy Information

Please use this letter as your authorization to release policy information to LLIS, including copies of past and future annual statements, in force illustrations, and cash values.

Download Authorization to Release Form

Owner Change

Need to change the owner on your policy? Just fill out this form. We’ll pre-fill your insurance company-specific form, send it back for your review and signature (and additional documentation, if needed), and forward it to your insurance company.

Coming Soon

Beneficiary Change

Need to change the beneficiary on your policy? Just fill out this form. We’ll pre-fill your insurance company-specific form and send it back for your review and signature (and additional documentation, if needed), and forward it to your insurance company.

Coming Soon

Contact Information Change

Let us know what information you need to change. We’ll update our files and update your insurance company.

Coming Soon