Form 0009001 PDF Details

Form 0009001 is the Internal Revenue Service's (IRS) way of asking for information about your business. It's also the first step in applying for an Employer Identification Number (EIN). This form can be completed online or by mail, and it's important to provide accurate information so that the IRS can process your application quickly. In this blog post, we'll walk you through each section of Form 0009001 and explain what information is required. We'll also provide tips on how to submit a complete and accurate application.

If you'd like to look at a few specific details relating to the form you are going to use, here is the information you might like to read prior to filling out the form 0009001.

QuestionAnswer
Form NameForm 0009001
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesprimerica beneficiary, primerica multi purpose change form, primerica change of agent form, multi purpose change form primerica

Form Preview Example

BENEFICIARY CHANGE FORM

Administrative Office:

PO Box 13080

Springfield, IL 62791-3080

Name of Insured: ____________________________________________

Name of Owner: _____________________________________________

Universal Guaranty Life Insurance

(800) 323-0050

UG/Genworth Life & Annuity

(866) 662-2344

IdeaLife Insurance Company

(866) 579-9432

The Independent Order of Vikings

(877) 241-6006

 

 

Policy Number: _________________________

Phone: ________________________________

PRIMARY

BENEFICIARY

I hereby revoke all prior designations of beneficiary and optional modes of settlement under this policy.

Change the beneficiary to:_________________________________________________________________________

Beneficiary Social Security Number: _________________________ Beneficiary Date of Birth:_________________

Beneficiary’s relationship to the Insured is: ___________________________________________________________

Address (Please Print): _____________________________________________________________________________

Number and StreetCityStateZip Code Phone Number:______________________________________________

E-Mail Address:__________________________________________

CONTINGENT BENEFICIARY

Change the Contingent Beneficiary to: _______________________________________________________________

Contingent Beneficiary Social Security Number: _______________________________________________________

Contingent Beneficiary Date of Birth:________________________________________________________________

Whose relationship to the Insured is: ________________________________________________________________

Address (Please Print): _____________________________________________________________________________

Number and StreetCityStateZip Code Phone Number:___________________________________________________

E-Mail Address:_____________________________________________

AFFIRMATION

I hereby affirm that to the best of my knowledge and belief, the following statements are true and correct:

Premiums for this policy were funded by personal assets, or any financing agreement was secured by personal assets and disclosed to the Company.

The policy owner made no agreement to settle the policy before or during the first two years after policy issuance.

The policy owner responded truthfully to the Company’s inquiry at application regarding whether a life expectance valuation was obtained and a copy of any evaluation was provided to the Company.

Any financial arrangement, trust or other device that conceals ownership of the policy was disclosed to the Company prior to policy issuance.

YOUR SIGNATURE BELOW AFFIRMS THAT THESE STATEMENTS

ARE TRUE AND CORRECT TO THE BEST OF YOUR KNOWLEDGE AND BELIEF.

I direct that any endorsement or change of the policy as requested above be effected by return of a confirmation letter with the Company's acknowledgement. I certify that I am not now disabled, and that no proceedings in bankruptcy are pending.

Signature of Policy Owner:__________________________________ ____/____/____ Joint Owner:______________________________ ____/____/____

*Signature of spouse if community property state

*Community Property States AZ,CA,ID,LA,NV,NM,TX,WA,WI

Witness:(Notary Official):___________________________________ ____/____/____

Stamp or Seal Required

Form #0009001B (rev 12/16)

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