Annuities

Forms and claims for policies and accounts purchased individually.

To contact us directly about an Annuity claim, call 1-866-452-4542, and select option 2.

Forms

Use this form for non-financial changes; address change, name or ownership changes, beneficiary updates, and to request a copy of your annuity contract.

Download

Use this form when a Power of Attorney document is more than 3 years old.

Download

Use this form to elect, change or revoke your federal and state income tax withholding election applicable to your annuitized payments.

Download

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