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Customer Service : Forms
SBLI makes it easy to manage your policy. Find and download the form you need. Print it out, sign it and send it to:

SBLI
P. O. Box 4048
Woburn, MA 01888-4048

If you have questions, please call customer service at
1-800-694-7254
Monday - Friday
8:00 A.M. through 6:00 P.M. Eastern Time

These are editable Adobe PDF forms. Click here to download the Adobe Reader.


Form (Click on the name to download)
Absolute Owner Assignment
Complete this form to change ownership of your policy, if the policy was issued prior to May 1, 1975.
Automatic Payment Plan
Complete this form to have premium payments electronically drafted from your checking account.
Beneficiary Change Form
Complete this form to change the beneficiary of your policy.
Beneficiary Change Form – Trust Beneficiary Designation
Complete this form to change the beneficiary of your policy to a trust.
Dividend Option Change Request
Complete this form to request a change in the dividend option on your policy.
Dividend Withdrawal Request
Complete this form to request a withdrawal of dividends on your policy, if available.
Duplicate Policy Request
Complete this form to request a replacement policy.
Name and Address Change Form
Complete this form for name and/or address changes.
Ownership and/or Beneficiary Change Request
Complete this form to change ownership and/or beneficiary of your policy, if the policy was issued after May 1, 1975.
Policy Change Request – Change in Premium Class
Complete this form to request a change in premium class on your policy.
Policy Change Request – Non-Smoker Rate
Complete this form to request a change from smoker to non-smoker rates on your policy.
Policy Change Request – Reduction in Coverage
Complete this form to request a reduction in coverage (policy face amount) on your policy.
Policy Change Request – Removal of Rating
Complete this form to request a removal of a rating on your policy.
Policy Loan Request
Complete this form to request a loan against the cash value of your policy.

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