Group Variable Universal Life Transaction Forms

The following links will help you manage your Group Variable Universal Life policy and investment options. Bookmark this page for handy reference.

Application Tools:

• GVUL Risk Assessment and Allocation Worksheet 
  ​Analyze your tolerance for risk to guide investment of your premium

• GVUL Fund Performance Sheet​ (Certificates issued on/after January 1, 2009) 
  View monthly performance for each fund for certificates issued since 2009

• GVUL Fund Performance Sheet (Certificates issued 1998-2008)
  View monthly performance for each fund for certificates issued from 1998-2008

Update your policy information:

• Change your Address or Contact Information​
• Change your Name or Beneficiary​
• Change the Ownership of your policy

Policy administration forms:

• Change your Investment A​llocation
  Change your investment allocations of all future payments to the Certificate Fund.
• Dollar Cost Averaging (DCA) Election​​
  Transfer money from the Prudential Series Fund Money Market Portfolio to any of your plan's variable investment options on a monthly basis.
• Dollar Cost Averaging (DCA) Cancellation
  Cancel all future Dollar Cost Averaging transfers.
• Face Amount Decrease
  Decrease the Face Amount of Insurance under your Group Variable Universal Life Certificate.
• Fund Transfer Request
  Transfer money between funds.
• Loan Request
  Request a loan.
• Loan Repayment
• Partial Withdrawal Request
  Make partial withdrawals from your Certificate Fund.
• Surrender Request
  Terminate participation in the Group Variable Universal Life Insurance program.
• Tax Withholding Election Form
  Choose your level of withholding.
• W-9 Request
  Taxpayor ID Certification.