Annuity Withdrawal Request Form L-7119
This form is used to request a withdrawal from your annuity contract.
Beneficiary Change Form L-5514
This form is used to replace your current beneficiary designation. For helpful information regarding changing your beneficiary designations, please see this form: Beneficiary Change Information Page L-5514 (I)
This form is used to request a loan from your cash value life insurance contract.
Collateral Assignment L-8026
This form is used to assign or release assignment of your contract to a creditor.
This form is used for contract related changes such as to change name, non-forfeiture option, benefits/riders.
Request for Electronic Funds Transfer (EFT) L-2287
This form is used to set-up or change payments made directly out of your bank account.
Annuity Request For EFT 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 L-5431
This form is used to certify that the original contract is lost or destroyed.
Change Of Ownership Form L-5535
This form is used to designate or change an owner.
Settlement Election for Payment of Proceeds: L-5515
Settlement Election for Payment of Proceeds
Withholding Preferences: IRS W-4P Form
This form is used to specify withholding preferences for annuitization and supplementary contract payments.
