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What if I lose my
Certificate (Policy)?
If a policy is lost, the owner of the policy (also
known as the “certificate”) should send us a short letter, fax or email
saying the policy is lost. Include the policy owner's name, address, and
telephone number, and the policy (certificate) number.
We will send you a Lost Policy Form, which you should complete, sign and
return to the Home Office. Once we receive your Lost Policy Form, we
will send a Duplicate Policy, which will replace your original policy.
Send your Note to:
William Penn Association
709 Brighton Road
Pittsburgh, PA 15233-1821
FAX: 1-412-231-8535
email:
mail@williampennassociation.org
As Primary Beneficiary,
if someone dies, what do I do?
If a member dies, send us a letter by certified mail
telling us the insured has died. With this letter, enclose all WPA
policies the insured owned, and a certified copy of the death
certificate. You should be able to get a certified copy of the death
certificate from the funeral home. In your letter, be sure to include
your name, address and telephone number.
Any policy proceeds will be made payable to the primary beneficiary
listed on each policy.
Write to us at:
William Penn Association
709 Brighton Road
Pittsburgh, PA 15233-1821
FAX: 1-412-231-8535
email:
mail@williampennassociation.org
How do I change my
Beneficiary?
To change the beneficiary, the policy owner should
send us a short letter, fax or email requesting a change of beneficiary.
Include the policy owner's name, address, and telephone number, and the
policy number.
We will send you a
Request For Change In Insurance Contract (Policy) Form. You should
complete and sign the form and return it along with your original
policy to the Home Office for endorsement. Once we receive your form
and original policy, we will change the beneficiary on your policy. We
will then return your policy to you.
When filling out the new beneficiary information, please include the
shares. A share is the fraction or percentage of your policy's proceeds
that each beneficiary is to receive.
You must include at least one primary beneficiary on the Change of
Beneficiary Form. The primary beneficiary receives the policy's
proceeds. The primary beneficiary must be someone other than the
insured.
Naming one or more contingent beneficiaries is not required, but we
recommend it. The contingent beneficiary receives the policy's proceeds
if the primary beneficiary is deceased at the time a claim is made on
the policy.
Shares are required. This is a percentage (or fraction) to be divided
among your beneficiaries.
Send your Note to:
William Penn Association
709 Brighton Road
Pittsburgh, PA 15233-1821
FAX: 1-412-231-8535
email:
mail@williampennassociation.org
We would like you to include your telephone number
with your request in case we have any questions.
The form must be signed by you and a disinterested witness (The witness
cannot be a Primary or Contingent Beneficiary).
Remember, the beneficiary change is recorded on your certificate, so
please send us your original policy with the completed form.
What should I do if I
move?
If you move, the policy owner should send us a short
letter, fax or email telling us of the move. Include the policy owner's
name, old address, new address, old and new telephone numbers, and the
certificate numbers of all policies owned by that person.
We will update our records as soon as possible.
Send your Note to:
William Penn Association
709 Brighton Road
Pittsburgh, PA 15233-1821
FAX: 1-412-231-8535
email:
mail@williampennassociation.org
I did not receive a
Premium Due Notice (or it was lost), what do I do?
If you did not receive a premium due notice (or it
was lost), the policy owner should send a short letter, fax or email
telling us the premium due notice was not received (or was lost).
Include the policy owner's name, address, and telephone number, and the
certificate number of the policy in question.
We will research our records and inform you of the status of your
policy. If premiums are due, we will send you a duplicate premium due
notice.
Send your Note to:
William Penn Association
709 Brighton Road
Pittsburgh, PA 15233-1821
FAX: 1-412-231-8535
email:
mail@williampennassociation.org
How do I change my Name
on my policy?
To change your name on your policy, the policy owner
should send us a short letter, fax or email requesting the name change.
Include the policy owner's original name, new name, address, and
telephone number, and all certificate numbers of policies owned by that
person.
We will send you a
Request For Change In Insurance Contract (Policy) Form. You should
complete and sign this form and return it to our Home Office along
with your original policy.
Once we receive your form and original policy, we will update our
records and make the change directly on your policy. We will then return
your policy to you.
Send your Note to:
William Penn Association
709 Brighton Road
Pittsburgh, PA 15233-1821
FAX: 1-412-231-8535
email:
mail@williampennassociation.org
We would like you to include your telephone number with your request in
case we have any questions.
Remember, the new name is recorded on your certificate, so please send
us your original policy with the completed form. |
