All forms are in .pdf format. They may be viewed using Adobe Acrobat Reader. If you do not have the software, Acrobat Reader is available for free download. Click the Acrobat Reader logo to connect to the Adobe website.

Please type in requested information, print form, have the necessary individuals sign the form.
Submit signed forms to Investors Heritage at the address above.


Benefit Payments:
(Death Claims & Disability Claims):
Please contact our Benefit Payment Department to file a claim.
Phone: 800.422.2011, ext. 4126
Policyowner Service:
Many policy service forms are available below. If you need a form that is not listed, please contact our Policyowner Service Department at
800.422.2011, ext. 4002

Premium Accounting:

Credit Life Accounts:

Report & Remittance Form