Use this form to set up a payment arrangement in which premiums are paid monthly by automatically deducting the money directly from your checking or savings account.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Change of Beneficiary Form
Use this form to change your beneficiary if your policy is a family plan or if it has rider insureds.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Transfer of Ownership / Designation of Successor Owner Form
Use this form to make the most standard transfer of ownership requests.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Use this kit to transfer ownership, setup a Check-O-Matic arrangement to pay your premiums, and change your beneficiary.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Use this form to request a loan against the cash value of your policy, while still maintaining your insurance coverage.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Loan repayments via automatic payment arrangement
Use this form to set up a payment arrangement in which loan repayments are paid monthly by automatically deducting the money directly from your checking account.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Partial Withdrawal Request Form
Use this form to request a partial withdrawal from your Target, Universal, or Annuity policies.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Statement of Trust Form
Use this form to change the beneficiary or ownership of your policy to a Trust.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Use this form to withdraw dividends from your policy.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Name Change Request Form
Use this form to process a change of Name on your policy.
Call Us: 1-800-225-5695
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
If you are a US person, use this form to: certify that the Taxpayer Identification Number (TIN) you are giving is correct (or you are waiting for a number to be issued); certify that you are not subject to backup withholding; or claim exemption from backup withholding if you are a U.S. exempt payee
IRS Form W-4P - Withholding Certificate for Pension or Annuity Payments
If you are a US person, use this form for all annuity contracts and annuity death claims.
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
IRS Form W-9 - Request for Taxpayer Identification Number and Certification
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
IRS Form W-8BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Individuals)
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Instructions for the Form W-8BEN
Instructions to complete the IRS Form W-8BEN.
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
IRS Form W-8BEN-E - Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Instructions for the Form W-8BEN- E
Instructions to complete the IRS Form W-8BEN-E.
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
IRS Form W-8ECI - Certificate of Foreign Person"s Claim
That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Instructions for the Form W- 8ECI
Instructions to complete the IRS Form W-8ECI.
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
IRS Form W-8EXP - Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Instructions for the Form W- 8EXP
Instructions to complete the IRS Form W-8EXP.
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
IRS Form W-8IMY - Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313
Instructions for the Form W- 8IMY
Fax number: (800) 278-4117
Mailing address:
New York Life Insurance Company
Dallas Service Center
P.O. Box 130539
Dallas, TX 75313