Member Forms
January 20, 2014Address Change Agent of Record Change Automatic Annuity Withdrawal (Use to set up recurring distributions) Automatic Premium Payment Authorization Beneficiary Change Direct Deposit Authorization Form W-9 Form W4P Form W4R Irrevocable Assignment Form Name Change Nursing Home Authorization Form Ownership Change -Life Only Ownership Change -Annuities Only If you are looking for a ONE-TIME withdrawal/surrender […]