How To Transfer Ownership On Your Policy

Transfer ownership on your policy easily.

Instructions

Complete Form

Complete the Transfer of Ownership form.

Signatures

If the contract is joint-owned both owners must sign the form. Also, signatures must be current and signed within 30 days of receipt.

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.

If Owner will be a Trust

Changes involving a trust 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

Changes Involving a Corporation

Corporate changes require the signatures of 2 corporate officers along with their titles.

Power of Attorney

Requests from a POA require that Fidelity & Guaranty Life Insurance Company have current (less than 6 months) POA documentation.

Submit form

Return the completed forms with any required documentation via U.S. mail, overnight mail or fax to Fidelity & Guaranty Life Insurance Company Service Center.

Postal Mail

Fidelity & Guaranty Life Insurance Company Service Center
P.O. Box 81497
Lincoln, NE 68501-1497

Overnight Mail

Fidelity & Guaranty Life Insurance Company Service Center
777 Research Drive
Lincoln, NE 68521

Fax

Annuity PHS: 402-328-2266
Life PHS: 800-281-5777

Confirmation

A confirmation of this change will be mailed to the owner's address of record upon completion.

Featured Box Image

Transfer of Ownership Form admin 0177

BACK
15-801

Still have questions?

Reach out to our customer service.