Depending on what state you live in, and for many policyholders, the forms indicating changes to your address and/or beneficiary information will be automatically added to your policy packet PDF. Any other changes, such as a name change or face amount reduction, would be reflected after we have collected the appropriate documents and made the changes to our system.
For states where the insurer, Vantis Life, is the managing entity, change forms are not automatically added to the policy packet PDF. Address changes, name changes, or face amount reductions are added to policy packet PDFs only after we receive confirmation from Vantis Life that their records have been updated. Beneficiary change forms can be added to your policy documents after confirmation is received by Vantis only at the request of the policyholder.
You can download the updated policy by signing in to your Fabric account, tapping the menu icon, selecting ‘My Account’ and then ‘Download Policy’. All change forms will be sequentially added to the policy packet PDF. This means that changes will be reflected as appended, or attached, documents found towards the end of the PDF.