Whole/Universal
Life Insurance
–The name of the company that holds the policy and the
policy number are important.
This information is used to transfer the policy from one person to another. Without the policy
number, you may not be able to
have the policy put in your name alone
if your spouse was also on the policy
–Having a copy of the policy is the best way to insure
you are getting all of the
correct information. If you do not have a copy, talk to your attorney about what you need to do to
complete this section.
