Use for one-time partial withdrawals, systematic withdrawals, Required Minimum Distributions, Cash Value surrenders, Roth IRA conversions, and electronic deposit set up.
Use for address changes, beneficiary changes, name changes, Ownership changes, and PIN changes.
Use to request scheduled or early annuitization - also use for annuitization under a death claim option.
Use to request a duplicate policy or to surrender a policy (signed surrender form also required.)
Use for Trust-owned cases or Trust beneficiaries (to confirm Trustees, signing authority, etc.)
Use to file a death claim for all IRA and non-IRA annuities, with the exception of SPIA contracts.
Use to file a death claim for SPIA contracts only.
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