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Annuity Service Center
 Income Annuity  

Annuity Forms
Commonly Used Forms - Annuity
.Annuity Forms Information Cover Sheet
403(b) Variable Annuity Surrender Request
Annuity Beneficiary Change Request
Annuity Change Request
Annuity Ownership Change Request Form for Qualified Plans
Annuity Ownership Change Request for Non-qualified Annuity Contracts
Annuity Payout Option Request Form for Variable Annuity Products *for Nonqualified or IRA Plans
Automatic Income Program Enrollment Form for Fixed Annuity Contracts
Automatic Income Program Enrollment Form for Variable Annuity Contracts
Electronic Funds Transfer (EFT) / Direct Deposit Authorization Agreement (Deferred/Annuitized)
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

Note: The forms listed on this page may not be appropriate for all product and plan types. Submitting the incorrect form may result in a delay in the processing of your request. To obtain the appropriate form for a specific contract, please login to Annuity Service Center, click on the contract you wish to take action on and then access the forms.

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