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Financial Change Form
Use for one-time partial withdrawals, systematic withdrawals, Required Minimum Distributions, Cash Value surrenders, Roth IRA conversions, and electronic deposit set up.
Non-Financial Change Form
Use for address changes, beneficiary changes, name changes, Ownership changes, and PIN changes.
Request for Scheduled Annuity Payments
Use to request scheduled or early annuitization - also use for annuitization under a death claim option.
Lost Policy Affidavit
Use to request a duplicate policy or to surrender a policy (signed surrender form also required.)
Trust Certification Form
Use for Trust-owned cases or Trust beneficiaries (to confirm Trustees, signing authority, etc.)
Annuity Death Claim Form
Use to file a death claim for all IRA and non-IRA annuities, with the exception of SPIA contracts.
Annuity Death Claim Form (for SPIAs only)
Use to file a death claim for SPIA contracts only.
* Binding Legal Agreement for Online Users. By accessing or downloading online forms, the User automatically agrees to release, indemnify and hold harmless Reliance Standard Life Insurance Company (RSL) and/or First Reliance Standard Life Insurance Company and their affiliates for any damage or liability incurred by use of these forms. It is solely the User's responsibility to keep only the most current Reliance Standard forms on file. Access to these online forms is solely for the purpose of permitting the User to print and submit the form(s) to Reliance Standard.