Frequently Used Customer Service Forms:

Beneficiary Change Form: L-5514 This form is used to replace your current beneficiary designation.

Collateral Assignment Form: L-8026 This form is used to assign or release assignment of your contract to a creditor.

Contract Change Form: L-5454 This form is used for contract related changes such as to change name, non-forfeiture option, benefits/riders.

EFT Authorization Form: L-2287 This form is used to set-up or change payments made directly out of your bank account.

Notification of Death Form: A-8044 This form is use to initiate notification of an insured's death.

Statement of Lost Contract Form: L- 5431

Ownership/Contingent Ownership Designation Form: L-5535 This form is used to designate or change an owner or contingent owner.

Request for Annuitization Form: L-7173 This form is used to initiate the Annuitization process.

Annuity Partial Withdrawal Request: L-7119 This form is used to request a partial withdrawal from your annuity contract.

Withholding Certificate For Annuity Payments: W4-P This form is required to indicate appropriate tax withholding on withdrawal requests from your annuity contract.