Help and Support

Fixed 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 a fixed annuity RMD Automatic Withdrawal Form - Fixed Annuity
Loan and partial withdrawal Service Request

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