Member Forms

• Address 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 form, please call our office at 800-223-4928 and one can be emailed to you.