What are service forms used for?

A service form may refer to a form an insurance policyholder can fill out to make a change to the policy. For example, the policyholder may decide to change the policy beneficiary or to cancel the policy. In such cases, the policyholder completes a service form.

Service forms are often available on the website of the insurance company, and the company may allow the policyholder to submit the form electronically. The insurance company may also provide answers to frequently asked questions or other guidance on its website to assist policyholders in completing these forms.

There may be other forms that individuals or businesses call service forms. For example, MoneyGram has customers complete a service form when sending a money order.