Variable Annuity Forms

The best way to fill out or make changes to your forms is our Self-Service channel on my account. If you need further assistance, we recommend calling our Customer Service Center.

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Change of Beneficiary Form

Use this form to change the beneficiary on your policy. Do not use this form if your policy is a family plan or if it has rider insureds.

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Statement of Trust Form

Use this form to change the ownership of your policy to a Trust.

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Transfer of Ownership / Designation of Successor Owner Form

Use this form to request a transfer of ownership and/or designate a successor owner.

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Transfer of Ownership Kit

Use this kit to transfer ownership, setup a Check-O-Matic arrangement to pay your premiums, and change your beneficiary

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Periodic Partial Withdrawal / Partial Withdrawal Request Form

Use this form to make a Partial Withdrawal or set up or modify an automated Periodic Partial Withdrawal Arrangement. To make a partial withdrawal from a Tax-Sheltered Annuity, please contact a Customer Service Representative at (800) 598-2019.

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One-Time Total Reallocation, Future Payments Allocation, Automatic Asset Rebalancing & Individual Fund Transfer Form

Use this form to change how future payments are applied or to transfer amounts from one allocation alternative to another.

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Check-O-Matic (C-O-M) Request Form

Use this form to set up a payment arrangement in which premiums are paid monthly by automatically deducting the money directly from your checking account.

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Dollar Cost Averaging (DCA) Advantage Form

Use this form to have new premiums for your policy applied to the 6-month, 12-month, or 18-month Dollar Cost Averaging (DCA) Advantage Plan. To have a portion of your new premium allocated directly to the Investment Divisions and/or Fixed Account(s), please complete the Change of Allocation and Transfer Form in addition to the DCA Advantage form.

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Dollar Cost Averaging Form

Use this form to establish DCA on a policy and/or make a change to an existing DCA arrangement.

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Interest Sweep Form

Use this form to elect the Interest Sweep option. This option provides for the interest earned on monies allocated to the Fixed Account to be transferred from the Fixed Account to any combination of Investment Divisions.

Call Us: 1-800-225-5695

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Name Change Request Form

Use this form to process a change of Name on your policy.

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Telephone Authorization Form

Use this form to initiate telephone authorization to access information and/or process transactions over the telephone.

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IRS Form W-4P - Withholding Certificate for Pension or Annuity Payments

Use this form for all annuity contract death claims.

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IRS Form W-9 - Request for Taxpayer Identification Number and Certification

Use this form to: certify that the Taxpayer Identification Number (TIN) you are giving is correct (or you are waiting for a number to be issued); certify that you are not subject to backup withholding; or claim exemption from backup withholding if you are a U.S. exempt payee.

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If you are a non US citizen residing abroad or a Foreign Entity, use the appropriate form below for annuities, death claims, change of ownership or to refresh information on our files.

IRS Form W-8BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

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Instructions for the Form W-8BEN

Instructions to complete the IRS Form W-8BEN.

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IRS Form W-8BEN-E - Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)

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Instructions for the Form W-8BEN-E

Instructions to complete the IRS Form W-8BEN-E.

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IRS Form W-8ECI - Certificate of Foreign Person"s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States

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Instructions for the Form W-8ECI

Instructions to complete the IRS Form W-8ECI.

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IRS Form W-8EXP - Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting

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Instructions for the Form W-8EXP

Instructions to complete the IRS Form W-8EXP.

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IRS Form W-8IMY - Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting

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Instructions for the Form W-8IMY

Instructions to complete the IRS Form W-8IMY.

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