How To Transfer Ownership | F&G

Manage Policies

How to transfer ownership on your policy

Instructions

Follow these instructions to transfer the ownership on your policy.

  1. Complete form
    Complete the form in its entirety.
  2.   
  3. Complete signatures
    Complete the signature section with account holder and policy owner printed name, signature and date.
  4.  
  5. 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.
  6.  
  7. Change if owner is a trust
    Trust changes must be accompanied by pages one and two of the trust as well as the signature page. The request must also be signed by the trustees.
  8.   
  9. Change for a corporation or Power of Attorney
    Corporate changes require the signatures of 2 corporate officers along with their titles.
  10.  
  11. Submit form
    Return the completed forms with any required documentation via postal mail, overnight mail or fax to F&G 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 PHS: 402.328.2266
    Life PHS: 800.281.5777
  12.  
  13. Confirm updates
    A confirmation of this change will be mailed to the owner's address of record upon completion.
  14.  
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Transfer of Ownership
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Download Form
18-1259