Please use the forms below to make changes or request funds from your annuity contract. If you need assistance, please call our Customer Support team at 800-854-3649 or contact us.
Withdrawal/Surrender Request - Fixed and Fixed Indexed AnnuitiesWithdraw funds from your annuity contract.
Withdrawal/Surrender Request - Variable AnnuitiesWithdraw funds from your annuity contract.
Systematic RMD WithdrawalEstablish systematic payments from your annuity contract - for use with qualified annuity contracts for owners older than age 70½.
Special Tax NoticeExplains how you can continue to defer federal income tax on your annuity contract.
Contract/Certificate Ownership/Annuitant ChangeUpdate owner and annuitant information for your contract – for use with non-qualified annuity contracts.
Address Change/Beneficiary Change/Information RequestUpdate name, address and beneficiary information for your contract.
Direct Deposit RequestEstablish automatic deposit of your annuity funds to your bank account.
Death Benefit ClaimAllows beneficiaries to make a claim under an annuity contract’s death benefit.