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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