PolicyholdersAgentsAnnuity Forms

Annuity Forms

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 Annuities
Withdraw funds from your annuity contract.

Withdrawal/Surrender Request - Variable Annuities
Withdraw funds from your annuity contract.

Systematic RMD Withdrawal
Establish systematic payments from your annuity contract - for use with qualified annuity contracts for owners older than age 70½.

Special Tax Notice
Explains how you can continue to defer federal income tax on your annuity contract.​​​​

Policy Maintenance

Contract/Certificate Ownership/Annuitant Change
Update owner and annuitant information for your contract – for use with non-qualified annuity contracts.

Address Change/Beneficiary Change/Information Request
Update name, address and beneficiary information for your contract.​​​​

Direct Deposit Request
Establish automatic deposit of your annuity funds to your bank account.​​​​

Death Benefit Claim
Allows beneficiaries to make a claim under an annuity contract’s death benefit.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

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