You will find below the most commonly requested forms. You may download the form you need and return it to the Home Office for processing. If you have any questions about which form to use or how to complete it, please call the Member Care Department at the Home Office at 800-992-1894. We would be happy to help you.
This form should be used when submitting a death claim. If there are multiple beneficiaries, each beneficiary must complete a separate claim form.
Use this form to establish heirship when all designated primary and contingent beneficiaries predecease the insured.
Use this form to establish heirship when all designated primary and contingent beneficiaries predecease the owner of an annuity.
Use this form to request a change of annuitant and owner for non tax qualified annuities as permitted under Section 72(s) of the Internal Revenue Code for spousal beneficiaries.
This form should be used when submitting a change of beneficiary on a certificate.
This form is to be used with a non-qualified annuity if the annuitant and owner are two separate individuals and unique beneficiary designations are desired.
This form is required to change the owner on any certificate number beginning with 356000 and up. Original signature is required.
This form is required to change the owner on any certificate number below 356000. Original signature is required.
This form is required to assign the certificate as collateral. Original signature is required.
This form is used to establish automatic monthly premium payments from the member's bank account.
Use this form when faxing or e-mailing a check. PLEASE REMEMBER TO VOID THE ORIGINAL CHECK. DO NOT MAIL THE ORIGINAL CHECK IF THIS FORM HAS BEEN USED.
Use this form to request service on a certificate including member name changes, address changes, loans on life insurance, annuity withdrawals, automatic Required Minimum Distributions from IRAs, etc.
This form is used to request a TSA loan from our Harvest Annuities.
This form is used to request a TSA loan from our older annuity products.
Complete and submit this form to the Gleaner Home Office to confirm your correct social security number.
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