Conversion Notice Form
This is the Conversion Notice Form. If needed, complete the form, make a copy for your files, and submit to PGL.
Andrea Carter
Group Life Absolute Assignment of Life Form
If you're needing the Absolute Assignment of Life Form, you'll need to complete three copies of the form.
Annuitization/Income Option Election Form
This is the Annuitization/Income Option Election Form. If needed, please complete and submit the form.
Annuity Systematic Withdrawal Form
This is the Annuity Systematic Withdrawal Form. If needed, please complete and submit the form.
Durable Power of Attorney Form for PGL Insurance and Annuity Accounts
This durable power of attorney form is used for your PGL insurance and annuity products. Throughout this form and the attached agreements the term “Account(s)” refers to your designated life insurance and annuity contracts with Pacific Guardian Life Insurance Co. Ltd.
Establishing a New Attorney-In-Fact
This form serves as an agreement between Pacific Guardian Life Insurance Co. Ltd. (PGL) and the Attorney in Fact (AIF).
Certificate of Trust Form
The Certificate of Trust Form is needed to establish the initial trust insurance and annuity policy/contract ownership with Pacific Guardian Life.
Premium Deposit Fund (PDF) Account Opening Form
Use this form to open a PDF account for a specific policy.
Premium Deposit Fund (PDF) Account Closing/Withdrawal Form
Use this form to close an existing PDF account attached to a policy.
Non-Forfeiture Option Election Form
Non-Forfeiture Options are only available for specific life insurance plans.