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Protect Yourself from Scammers.

Protect Yourself from Scams! As scammers become increasingly creative, it is important to be aware of common tactics used in scams. Our guide to scam prevention will help you spot "red flags".

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Forms

Systematic Withdrawal Form

Use to request recurring withdrawals from a fixed or indexed annuity policy.

Beneficiary Change Form

Use to change the beneficiaries on your annuity contract.

Partial Withdrawal Form

Use to request a lump sum withdrawal from your annuity policy.

Address Change Form

To change the address on your annuity contract or add a seasonal address.

Surrender Form

Use to request a full surrender and close your fixed or indexed annuity.

Name Change Form

Use to request a name change on your fixed or indexed annuity.

Required Minimum Distribution Form (eSubmit Version)

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

Ownership Change Form

Use to request a change of ownership on your non-qualified fixed or indexed annuity.

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.

PIN Request

Use to create a Personal Identification Number (PIN) on your annuity policy.

Qualified Charitable Distribution Request

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.

Electronic Funds Transfer (EFT) Form

Use to enroll in or update the banking information for electronic funds transfer (EFT) on your fixed or indexed annuity.

Roth Conversion Form

Use to request a conversion of your SEP or Traditional IRA to a ROTH IRA.

Duplicate Policy Request

Use to request a duplicate policy.

Trust Certification Form

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

SEPP 72(Q) Request

Use to establish a series of Substantially Equal Periodic Payments (SEPP), on your non-qualified annuity contract.

SEPP 72(T) Request

Use to establish a series of Substantially Equal Periodic Payments (SEPP), on your qualified annuity contract.

Request for Scheduled Annuity Payments

Use to request scheduled or early annuitization.

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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