Your Information is
LSW Website Policyowner
Life Insurance Company of the Southwest
Form No. 9716A (0108); (100941)
Life Insurance Company of the Southwest Contents:
(LSW) has introduced a new online feature
Get Started! ......................................1
for you, our policyowner, that allows
you to view your important policy or Policyowner Registration ..................2
certificate information. It is available 24 .
Customer Registration .....................4
hours, seven days a week at our website,
www.lifeofsouthwest.com. Accessing Policy & Certificate
As a policyowner, you will be able to view: .
Changing Personal Information .......7
• A listing of all your annuity policies or certificates Changing Profile Information ..........9
• Your contact information
• Your agent’s contact information
• Policy information such as current interest account
allocation, billing, accumulation value, withdrawal
information, loan payoff amount, free withdrawal
amount, and premiums paid
• A link to other important information about
your life policies from LSW or National Life,
Important Notice: If you are a participant in a 457 or pension plan, you
cannot currently access your information online. We hope to make this
information available in the near future.
LSW…Integrity You Can Retire On!
At www.lifeofsouthwest.com, Getting Your Policy or Certificate
Information Is As Easy As 1, 2, 3!
All you need is a computer with an Internet connection to log onto LSW’s
website at www.lifeofsouthwest.com and follow these three simple steps:
Step 1 – Go to www.lifeofsouthwest.com.
Step 2 – Click on Policyowner Registration in the left navigation
Step 3 – Once you have registered, you can now log in and see your
Policyowner Registration Log In
Link to self-registration. Requires information Once registered, enter
about one of your policies or certificates and user ID and password
some additional personal information. to access your policy or
Step 1. Step 2.
Enter basic personal info. Enter email address to receive policy and/or product info.
Enter information about one specific policy or certificate where you are the owner or co-owner.
Note: If you are a participant in a 457 or pension plan, you are not currently able to view your
information online. We hope to make this information available soon.
Step 4. Submit.
Choose User ID Completes the self-registration process and will
and password. display information for verification.
NOV 25, 1953
Self Registration Review
Review your registration information
for accuracy…click on Submit to
save your information.
Statement of Acceptance
Once information is verified, LSW requires an
Customer Registration Validation.
You can now use your User ID and password to log in.
You will receive an email and letter of confirmation.
Accessing Policy & Certificate Information
Enter User ID and password
My Policy/Certificate Summary
to access policy or certificate Lists all LSW annuity policies or
information. certificates where you are the
owner or co-owner
Welcome, Jane Doe
0000000X JANE DOE
0000001X JANE DOE
0000002X JANE DOE
Product Shows the annuitant on each policy
Shows a short version of or certificate. Contingent annuitants
the product name are not listed here
A= Active=Shows the status of the policy on a specific date
N=Not Active=Click on the link for termination date and reason.
P=Pending=You will need to contact your agent for information.
Click a link to view information about
a specific policy or certificate.
My Policy/Certificate Agent Contact Info
Click here to return to Use these links to Click here to Contains information
policy listing. skip to desired info. return to main list. about your service agent.
DOUG AGENT 456 ANYWHERE ST. 987-654-3210 DAGENT@AGENCY.COM
Date last statement of
Age at time of issue account was generated.
Tax qualification The date annuity income benefits
can begin if annuitant still living
The date your policy takes effect State application signed
JANE DOE 123 ANY ST.
JANE DOE 123 ANY ST.
Sum of premiums plus If all IRS regulations are met, available
interest less withdrawals withdrawal amount without withdrawal charges
Listing of all interest
accounts with balances.
If a full withdrawal is The accumulation value less
requested, amount deducted withdrawal charge and any premium
from the accumulation value. tax (may equal policy value for indexed
Date used for valuation Total of all outstanding loan Only available on certain products.
balances plus interest due See your policy or certificate for an
explanation of this bonus.
Changing Personal Information
Welcome, Jane Doe
Link to change personal info or password.
JANE DOE 123 ANY ST. 000000X, 000001X, 000002X
000-00-0000 firstname.lastname@example.org 987-123-456-7890
Additional personal info.
Personal Information Edit
View personal info on a specific policy/certificate. Used to update personal
Note: It is possible to have multiple lines in this info on policies or
section pertaining to different policies. certificates listed.
123 ANY ST.
List of policies included Link to a form for name
in change request. change. This information
cannot be changed online.
Enter changes to personal info.
Changes to personal information are not
automatic and require 3 business days
for processing. You will receive written
confirmation of all changes when processed.
Changing Profile Information
Change Profile Info
Enter changes to contact numbers, email, or password.
Welcome, Jane Doe
You will only see this link if you have
National Life or LSW Life policies. Click
here to go to another website for viewing.