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  • Commonly Used Forms - Annuity *  
    403(b) Variable Annuity Surrender Request
    Annuitization Request for Variable Annuity Products *All plan types except 403(b), 457, and 401(a)(k)
    Annuity Beneficiary Change Request
    Annuity Change Request
    Annuity Forms Information Cover Sheet
    Annuity Ownership Change Request Form for Qualified Plans
    Annuity Ownership Change Request for Non-qualified Annuity Contracts
    Automatic Income Program Enrollment Form for Fixed Annuity Contracts
    Automatic Income Program Enrollment Form for Variable Annuity Contracts
    EFT Direct Deposit - Electronic Fund Transfer Authorization Agreement
    Fixed Annuity Surrender Request
    Internet Partial Withdrawal/Telephone Redemption Authorization Form (for non-403(b) contracts only)
    Registered Representative Assistant Authorization Form
    Registered Representative Change Request Form
    Required Minimum Distribution Request
    Surrender Request for Fixed Annuity Contracts Continued by a Beneficiary
    Surrender Request for Variable Annuity Contracts Continued by a Beneficiary
    Tax Form - Instructions for the Requester of Forms W-8BEN, W-8BEN-E, W-ECI, W-8EXP and W-8IMY
    Third Party Authorization Form (Do not use to add a Power of Attorney)
    Trustee Certification Form (For withdrawal requests, this form is only needed if the contract owner is a trust)
    Variable Annuity Surrender Request
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    * Not to be used for any 403(b) plans or USTIC products. To locate forms for these
    plans/products, please search by contract number using one of the Advanced Search
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