Downloadable Forms & FAQs .pdf files available for download Downloadable Forms To make things easier for everyone, we have included some of our forms in .pdf format for you to download. These forms must be followed correctly, and the originals are to be mailed in to our home office. Please DO NOT FAX OR EMAIL, they will NOT be accepted. Request for Change in Insurance Contract – This form has various sections. By downloading this from you can change your address, name, beneficiary, premium mode, and dividend options. Branch Membership Transfer – The name of this form speaks for itself. This form gives you the ability to switch to a new branch. Contract Service Request – This form has various uses, including withdrawal from non-qualified annuities, cash surrenders, assignment of ownership, request duplicate contract, and a miscellaneous section. Electronic Transfer (Premium Payments) – By filling out this form you can automatically have your premium payments taken from a bank account. Recommender Form – You can earn cash rewards when you refer new members to the WPA. Frequently Asked Questions We realize information regarding life insurance and annuities is not always easy to come by. Here is a compiled list of some of the most frequently asked questions. What if I lose my Certificate (Policy)? If a policy is lost, the owner of the policy (also known as the “certificate”) can complete and return this form or send us a short letter, fax or email saying the policy is lost. Include the policy owner’s name, address, and telephone number, and the policy (certificate) number. We will send you a Lost Policy Form, which you should complete, sign and return to the Home Office. Once we receive your Lost Policy Form, we will send a Duplicate Policy, which will replace your original policy. Send your Note to: William Penn Association 709 Brighton Road Pittsburgh, PA 15233-1821 FAX: 1-412-231-8535 email: mail@wpalife.org As Primary Beneficiary, if someone dies, what do I do? How do I change my Beneficiary? What should I do if I move? I did not receive a Premium Due Notice (or it was lost), what do I do? How do I change my Name on my policy? Follow Us! Our Latest Magazine © Copyright 2020 William Penn Association, 709 Brighton Rd, Pittsburgh PA, 15233 - All Rights Reserved