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Forms

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.)

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.

Required Minimum Distribution Form (eSubmit Version)

Use to request and schedule Required Minimum Distributions. Form can be signed and submitted electronically.

Required Minimum Distribution Form (Standard PDF Version)

Use to request and schedule Required Minimum Distributions. Form must be physically signed and submitted via mail, fax, or email.

Trust Certification Form

Use for Trust-owned cases or Trust beneficiaries (to confirm Trustees, signing authority, etc.)

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