New business forms
- 1035 Exchange/Transfer Request Form (ACORD 951E-F)
- Annuity ACH Initial Premium Payment Authorization Form (26635Y)
- Non-Resident Verification Form (12554Y)
Financial forms
To request a full surrender form, please call 877-586-0244.
- 72(t)/72(q) SEPP Form (8712Y)
- Partial Withdrawal Request Form (28045Y)
- Required Minimum Distribution Request (6785Y)
Non-financial forms
- Address/Name Change Request (26119Y)
- Agent of Record Change Request (12595Y)
- Beneficiary Change Request (existing accounts) (8849Y)
- Beneficiary Designation Form (new accounts) (8014)
- Certification of Corporate Owner Form (26741Y)
- Certification of Tax Exempt Organization Form (26740Y)
- Certification of Trust Agreement Form (19306Y)
- Change of Agent/Representative Request Form (28143R)
- MNL Certificate of Business Signing Form (27096Y)
- Owner Change Request (9434Y)
- Power of Attorney Certificate (19656Y)
- Release of Customer Information Authorization Form (26455Y)
- Restricted Beneficiary Payout Option Form (27582Y)
- SRS Agent/Representative Authorization Form (28082H)