Our Agents Online Service Forms. For your convenience, find the life insurance and annuity service forms you need below.A collateral assignment is a legal arrangement where the policyholder assigns the benefits of their policy to a lender as collateral for a loan. DO NOT USE THIS FORM if you only wish to designate a beneficiary to receive your life insurance. Instead, use the available designation of beneficiary form. Date of Birth (if individual) of. Street. City. State. Once you have found the right loan, you must fill out the collateral assignment form. Your insurer will be able to provide you with this form easily.