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Want to stay informed and in better control of your policy from New York Life? Browse through our various client forms and resources to find the tools you ... Download service forms, which allows you to request certain changes or transactions on the New York Life products you own. Mail paperwork to New York Life. ... Mail the completed form(s) and an original death certificate to New York Life. Mail: New York Life Claims & Benefits Once you make a transfer of ownership, all ownership rights in the policy pass to the Owner(s) designated in Section A, B, or C (the “New. Owner(s)”) ... A copy of one of the following is required: Certified articles of incorporation, business license, partnership agreement. In lieu of these documents, a ... Discover answers to frequently asked questions about structured settlements, and access necessary forms to process payments. Call New York Life at 1 (800) 225-5695 for questions about your policy, claim, or application - our customer service representatives are happy to help. Set up direct deposit. Provide medical authorization. View payments and your claim status. Upload and view important documents. Complete forms quickly and ... Customer Resource Forms. Please preview and download the necessary claim-related forms from the list below. Documents on this website are PDFs. Why do I need to complete separate claim forms for Life Insurance and Annuity Policies? The Annuity Death Benefit Proceeds Form contains tax withholding and tax ...