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Forms

All forms are in Adobe® Acrobat® format. Click on the form you need and you should see the form appear in a new window.

Print, complete and sign the form before submitting it to Boston Mutual Life Insurance Company.

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CLIENT SERVICES FORMS:

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

Request for Funds Forms

Policy Change Forms

 

Policy Info Change Form
(Name change, address change, social security number change, lost policy certificate, and/or duplicate policy request)

 

Beneficiary Change Form

 

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

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