Help and Support

Index Annuity Forms

Form Usage Form Name
Change ownership of the contract. PLEASE NOTE: A W-9 must also be completed and returned with this Absolute Assignment form. Absolute Assignment
Change ownership of the contract with multiple owners. PLEASE NOTE: A W-9 must also be completed and returned with this Absolute Assignment form. Absolute Assignment (Multiple Owners)
Payer's request for taxpayer identification number. Must be completed and returned along with Absolute Assignment form(s). W-9
Beneficiary change form and instructions Change of Beneficiary Request Form
Establish an automatic required minimum distribution on an index annuity RMD Automatic Withdrawal Form - Index Annuity
Partial withdrawal, withholding election, reallocation of accounts Service Form

Customer Support

Questions?

1-855-591-9026
Phone Hours: 7:00 AM - 7:00 PM CT
Monday - Friday

Fax: 608-236-8030


We'll respond within one business day.