Self Service 
‍Forms

Agent Change

Authorization Agreement for Automatic Deposit

Authorization For Annuity Withdrawal

Change of Address Request

Change of Beneficiary Request

Change of Name Request

ClearFlex Premium Auto Draw

Deferred Annuity Claim Form Statement of Beneficiary

FIA Annuitization Form

FIA Income Rider Withdrawal or Service Request

FIA Withdrawal Form

Immediate Annuity Claim Form Statement of Beneficiary

IRA PTE 8424

Know Your Customer Form

MYGA Annuitization Form

Release For Information

Required Minimum Distribution Request

Restricted Beneficiary Designation

Roth Conversion Form

Transfer Ownership Request Form

W-9 Form