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Frequently Asked
Questions
We realize information
regarding life insurance and annuities is not always
easy to come by. Here is a compiled list of some
of the most frequently asked questions.
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
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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
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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.
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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
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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
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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.
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