Forms > Client Service Forms
Client Service Forms
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At Boston Mutual Life Insurance Company, we strive to make our customers' lives easier. Below, you will find an array of form categories that can be downloaded for your convenience. Please select the link that best describes your needs.
The completed forms can be mailed to the following address:
Boston Mutual Life Insurance
Client Services
120 Royall Street
Canton MA 02021
Client Services (Toll free) 1-877-624-2249
En Español 1-877-314-6319
Fax number 1-781-770-0490
Email us: ClientServices@BostonMutual.com
| Policy Change Forms |
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| Policy Info Change Form (Name change, address change, social security number change, lost policy certificate, and/or duplicate policy request) |
| Beneficiary Change Form (Not to be used with Group Policies) |
| Collateral Assignment Form |
| Electronic Funds Request Form |
| Change of Ownership Form (Please complete both the Change of Ownership and Change of Beneficiary forms) |
| Mode Change Form |
| Policy Change Form (Dividend Option, Non-Forfeiture Option) |
| Request for Funds Forms |
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| Please be sure to fill out the form completely including the bankruptcy section and all required signatures. Before you submit a request for funds, please call our client service line at 1-877-624-2249 to verify the available funds on your policy. |
| Cash Surrender Request (Cancellation) |
| Loan Request Form |
| Premium Deposit Fund and/or Dividend Request Form |