Use for one-time partial withdrawals, systematic withdrawals, Required Minimum Distributions, Cash Value surrenders, Roth IRA conversions, and electronic deposit set up.
Use for address changes, beneficiary changes, name changes, Ownership changes, and PIN changes.
Use to request scheduled or early annuitization - also use for annuitization under a death claim option.
Use to request a duplicate policy or to surrender a policy (signed surrender form also required.)
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.
Use to request and schedule Required Minimum Distributions. Form can be signed and submitted electronically.
Use to request and schedule Required Minimum Distributions. Form must be physically signed and submitted via mail, fax, or email.
Use for Trust-owned cases or Trust beneficiaries (to confirm Trustees, signing authority, etc.)
* 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.