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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.
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