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Protect Yourself from Scammers.
Our guide will help you spot "red flags", but even the most savvy consumers can fall victim to scams. LIMRA's So You've Been Scammed - Now What?* offers an action list.
*This is for informational and educational purposes only and should not be considered legal or investment advice or a comprehensive list of solutions.
Use to request recurring withdrawals from a fixed or indexed annuity policy.
Use to change the beneficiaries on your annuity contract.
Use to request a lump sum withdrawal from your annuity policy.
To change the address on your annuity contract or add a seasonal address.
Use to request a full surrender and close your fixed or indexed annuity.
Use to request a name change on your fixed or indexed annuity.
Use to request and schedule Required Minimum Distributions. Form can be signed and submitted electronically.
Use to request a change of ownership on your non-qualified fixed or indexed annuity.
Use to request and schedule Required Minimum Distributions. Form must be physically signed and submitted via mail, fax, or email.
Use to create a Personal Identification Number (PIN) on your annuity policy.
Use this form to make a one-time, tax-reportable Qualified Charitable Distribution (“QCD”) from a Traditional, Rollover, Roth, inactive SEP, inactive SIMPLE, or Inherited IRA.
Use to enroll in or update the banking information for electronic funds transfer (EFT) on your fixed or indexed annuity.
Use to request a conversion of your SEP or Traditional IRA to a ROTH IRA.
Use to request a duplicate policy.
Use for Trust-owned cases or Trust beneficiaries (to confirm Trustees, signing authority, etc.)
Use to establish a series of Substantially Equal Periodic Payments (SEPP), on your non-qualified annuity contract.
Use to establish a series of Substantially Equal Periodic Payments (SEPP), on your qualified annuity contract.
Use to request scheduled or early annuitization.
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.
* Binding Legal Agreement for Online Users. By accessing or downloading online forms, the User automatically agrees to release, indemnify and hold harmless Reliance Standard Life Insurance Company (RSL) and/or First Reliance Standard Life Insurance Company and their affiliates for any damage or liability incurred by use of these forms. It is solely the User's responsibility to keep only the most current Reliance Standard forms on file. Access to these online forms is solely for the purpose of permitting the User to print and submit the form(s) to Reliance Standard.
