updates

If your address, phone, email, or other contact information has changed, please contact us at 1-877-566-9468 and speak with a member of our Client Service Team.

We require written or direct verbal confirmation either in person or via telephone to make changes to your contact information.   Please note that we may NOT accept email or online requests to make changes to your contact records without verbal or written confirmation.  This policy is intended to help protect your information.

If you wish to submit changes online and request a member of our Knox Financial Client Service Team contact you to confirm such changes, please submit your requests below.  A Member of our Team will contact you to confirm such requested changes.