Application (New York only) Regulation 60 Policy Change Application Non-Resident Form Release of Assignment Change of Beneficiary Direct Deposit for Commissions Chronic Illness Certification Trust Directions for Accessing Living Benefits Pension-Profit Sharing Plan Agreement Profit Sharing Plans Defined Benefit Plans 401(k) Plans Loan Underwriting Form DI Quote Request Form Section 79 Proposal Request Form Life Underwriting Requirements Life Underwriting Brochure Licensing Info for Wholesalers Informal Inquiry for Life Insurance (NY) Informal Inquiry for Life Insurance (Non-NY) Transfer Request Form