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. | ![]() |
Change ownership of the contract with multiple owners. PLEASE NOTE: A W-9 must also be completed and returned with this Absolute Assignment form. | ![]() |
Payer's request for taxpayer identification number. Must be completed and returned along with Absolute Assignment form(s). | ![]() |
Beneficiary change form and instructions | ![]() |
Establish an automatic required minimum distribution on a fixed annuity | ![]() |
Loan and partial withdrawal | ![]() |
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