Member Services

Change Your Information 

Log In/View Account 

Contact a Membership Representative 

Contact Customer Service 

Report a Death 

Refer a Friend To Navy Mutual 

Schedule a Presentation 

Downloadable Forms

Beneficiary Services

Change of Beneficiary Form
Personal Log
Planning Checklist
Survivor Checklist
Settlement Options Explanation (Life Insurance)
Documents to Keep with Navy Mutual 

Life Insurance

Life Insurance Application (Individual)
Child Benefit Rider Application  
Physician Certificate for Children
Medical Examination Certificate 
Medical Questionnaire 

Annuities

Direct Deposit Form
FPRA Brochure & Application
SPDA Brochure & Application
SPIA Brochure & Application 

Policy Services

Instructions on how to start, stop or change an allotment
"QuickPay" Electronic Deduction Form
"QuickPay" Financial Institution Change Form
Policy Loan Request Form
Premium Payment Options
Absolute Assignment of Life Insurance 
Absolute Assignment of an Annuity or Settlement Option
1035 Exchange Form (Life Insurance & Annuity)
Replacement Notice for 1035 Exchange
Wire Transfer Form
 
 

Military Benefits

Straight Facts on SBP for Reserve Members
Straight Facts on SBP for Active Duty Member
Military Survivor Benefits Summary 

Annual Reports

2010 Annual Report
2009 Annual Report
2008 Annual Report
2007 Annual Report
2006 Annual Report 

Annual Fitch Ratings

2010 Fitch Rating Press Release
2010 Fitch Report
2009 Fitch Report
2008 Fitch Report
2007 Fitch Report 

Bylaws

Association Bylaws 

Company Privacy Policy

Privacy Policy