Guardian-Requested Transactions

If an individual has truly been named Guardian through a formal court appointment, the Guardian must sign all future-requested transactions. A copy of the formal court appointment must be submitted one time for coding on our records. Also, with any requested-transaction form being submitted by a Guardian, a Guardian Certification form* is required.

IMPORTANT NOTE: The courts require annuity and/or insurance contract transactions be handled differently than other assets. Court approval, most likely through the Probate Department of a local courthouse, is needed prior to any requested transaction being processed. A letter on the court’s letterhead approving the transaction must accompany the forms.

After completing the form, please mail to:

Catholic Financial Life
Member Services Department
1100 West Wells Street
Milwaukee, WI 53233

 If you need further instructions or help, please contact our Member Services Department at 800-927-2547.

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