The administration of group insurance can be confusing and complicated. At States West Life our priority is to make it easy for you and your clients to do business with us. To help you with the administrative issues you face in today’s employee benefits world we have created this Forms Page.

Many of the forms you need are provided below in PDF file format. You can view, print and use these forms. We have listed these forms by state, as insurance forms are always state specific. Not all of the States West Life forms are included on this web page. Not all forms are the same, and not all forms are used in every state. If the form you need is not listed under the state where you will use the form, contact SWL and we will send that form to you for that specific state.

Please contact SWL if you have any questions about these forms. We can answer any questions you may have about which applications or forms should be used. We can mail or fax forms to you. The following list of forms is not a complete or exhaustive list of all necessary forms. (Note: Forms in PDF file format will be attached for each state and listed by state. Most forms and files will be listed many times and in many states. Some forms will be listed under only one state) In order to view the forms, you must have Adobe Acrobat Reader.

Alaska
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

Arizona
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

California
Employee Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Life Benefit Worksheet

Idaho
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

Montana
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

New Mexico
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

North Dakota
Contact States West Life

Oregon
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application -- Oregon
Small Group LTD Employer Application -- Oregon
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

Utah
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

Washington
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet

Wyoming
Employee Enrollment Form
Voluntary Life Enrollment Form
Life Insurance Conversion Form
MET Participation Agreement
LTD Plan of Benefits Confirmation (must accompany LTD Application)
True Group LTD Employer Application
Small Group LTD Employer Application
True Group Life Employer Application
Employee Evidence of Insurability Form
Life Benefit Worksheet



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