Help and Support
Variable 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 |
| Partial withdrawal on a variable annuity | Distribution Service Form |
| Move money between subaccounts, change allocations, etc. | Payment/Transfer/Dollar Cost Averaging Service Form |
| Guidelines to making changes and requesting distributions on your policy/contract by phone or internet | Phone and Internet Distribution Guidelines |
| Establish an automatic required minimum distribution on a variable annuity | RMD Systematic Withdrawal Plan |
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