The forms listed below can be used for a variety of contract-related activities including, but not limited to, withdrawals, beneficiary changes, fund transfers and maintenance.
Please review each form carefully. Some of the resulting transactions may generate a financial or tax impact on your contract. Please consult with your registered representative or tax advisor for assistance in determining the appropriateness of a proposed transaction.
Avoid highlighting forms submitted to Pacific Life. Forms are scanned into an imaging system at Pacific Life and highlighting can obscure written entries and instructions.
If you have questions regarding how to complete these forms, please contact our Customer Service Specialists at (800) 722-4448 and in New York at (800) 748-6907.