Customer Service and Support forms

Policy and contract specific Customer Service and Support forms

Some of the forms clients search for on – Required Minimum Distribution (RMD), Assign a Beneficiary, etc. – are actually specific to an individual’s policy or contract and require account holders to login to their account to access.

screenshot of the manage your account section on the client dashboard with forms link highlighted

Once logged in, open the "Manage your account" option on your dashboard and click on the “Forms” link in the middle “View” column. This should take you to the “Service Forms” page, which will display all the forms specific to your account.

screenshot of the service forms screen post login providing a list of documents available to download

Publicly available Customer Service and Support forms

GE-6591672.1 (05/2024) (Exp. 05/2026)