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.

Form     Actions

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.

Call Us: 1-800-225-5695

Mail or Fax

Statement of Trust Form

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

Call Us: 1-800-225-5695

Mail or Fax

Transfer of Ownership / Designation of Successor Owner Form

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

Call Us: 1-800-225-5695

Mail or Fax

Transfer of Ownership Kit

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

Mail or Fax

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.

Call Us: 1-800-225-5695

Mail or Fax

Automatic Asset Reallocation and Dollar Cost Averaging Form

Use this form to choose Automatic Asset reallocation or Dollar Cost Averaging. (See instructions on form)

Call Us: 1-800-225-5695

Mail or Fax

Change of Allocation & Funds Transfer Form

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

Call Us: 1-800-225-5695

Mail or Fax

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.

Call Us: 1-800-225-5695

Mail or Fax

Dollar Cost Averaging (DCA) Advantage Form

Use this form to select LifeStages 6 month, 12 month, or 18 month. If a portion of your premium is to be allocated to Investment Divisions and/or Fixed Account, in addition to the DCA Advantage Plan, complete the Change of Allocation and Transfer Form.

Call Us: 1-800-225-5695

Mail or Fax

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

Mail or Fax

Telephone Authorization Form

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

Call Us: 1-800-225-5695

Mail or Fax

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

Use this form for all annuity contract death claims.

Mail or Fax

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.

Mail or Fax

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

Mail or Fax

Instructions for the Form W-8BEN

Instructions to complete the IRS Form W-8BEN.

Mail or Fax

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

Mail or Fax

Instructions for the Form W-8BEN-E

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

Mail or Fax

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

Mail or Fax

Instructions for the Form W-8ECI

Instructions to complete the IRS Form W-8ECI.

Mail or Fax

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

Mail or Fax

Instructions for the Form W-8EXP

Instructions to complete the IRS Form W-8EXP.

Mail or Fax

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

Mail or Fax

Instructions for the Form W-8IMY

Instructions to complete the IRS Form W-8IMY.

Mail or Fax

View More Search Results

Related Services