Help and Support

Zone Income Annuity Forms

Form Usage Form Name
Payer's request for taxpayer identification number. Must be completed and returned along with Absolute Assignment form(s). W-9
Change ownership of the contract. Please Note: A W-9 must also be completed and returned with this Absolute Assignment form. Contact your representative or our office for further details and to request this form due to the potential impact on your Guaranteed Lifetime Withdrawal Benefit (GLWB) Rider. Contact us for 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. Contact your representative or our office for further details and to request this form due to the potential impact on your Guaranteed Lifetime Withdrawal Benefit (GLWB) Rider. Contact us for form: Absolute Assignment (Multiple Owners)
Establish an automatic Required Minimum Distribution (RMD). All withdrawals, including withdrawals to satisfy an RMD, will impact your future Guaranteed Lifetime Benefit Withdrawal (GLWB) Payments. GLWB Payments will automatically satisfy your RMD. Please contact your representative or our office for further details and to request this form. Contact us for form: Automatic RMD
Beneficiary change form and instructions. A beneficiary change may impact your Guaranteed Lifetime Withdrawal Benefit (GLWB) Rider. Please contact your representative or our office before proceeding for further details or if you have any questions regarding the potential impact. Change of Beneficiary Request Form
Guidelines to making changes and requesting distributions on your contract by phone or internet Phone and Internet Distribution Guidelines
Distributions and allocation change form. Distributions will impact your future Guaranteed Lifetime Benefit Withdrawal (GLWB) Payments. Please contact your representative or our office before proceeding for further details or if you have questions regarding the impact. Service Form
Begin receiving Guaranteed Lifetime Withdrawal Benefit (GLWB) Payments or make a change to your GLWB Payment frequency. Please contact your representative or our office for further details or if you have questions about starting your GLWB Payments. GLWB Payments

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