Menu for the “Individuals & Families” section.
The links below will take you to the appropriate page on this Web site where you can review or change your account, submit a claim, or make a payment by mail or automatically. If you have any questions or require assistance, please call Customer Service at 1-800-523-0650.
Beneficiary Designation Form (PM6532) (199.8 kb)
Owner Designation Form (PM6533) (174.3 kb)
Assignment of Policy as Collateral (1.1 mb)
Release of Collateral Assignment Form (169.4 kb)
Billing, Premium and Dividend Option Form (124.8 kb)
Penn Mutual Certification of Trust (PM1174) (148.9 kb)
Authorization for Direct Deposit (284.2 kb)
Change My Beneficiary (PM4799) (132.2 kb)
Fund Service Request Form (PM5795) (544.3 kb)
IRS Form W-4P (56.1 kb)
IRS W9 (124.9 kb)
Request to Make Purchase Payments (107.0 kb)