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FINANCIAL TRANSACTION FORMS
Annuity, Life and Long Term Care Products

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Simply fill out the required information electronically, then print, sign and return it at the address on the form.

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Annuitization request

Request conversion of a deferred annuity to irrevocable payments

Electronic Funds Transfer (EFT) for direct deposit

Request annuity payments to be deposited directly into your bank account or to update bank account information for policies or contracts currently having payments deposited via electronic funds transfer

Surrender, loan or withdrawal authorization

Request a loan or withdrawal on your life insurance policy or to request a full surrender of your policy

Systematic withdrawal request for variable annuities

Request systematic withdrawals from a variable annuity contract

Fixed annuities withdrawal authorization

Request a single withdrawal from a fixed annuity or authorize future transactions to be requested over the telephone by you or an authorized family member.

Variable annuities withdrawal authorization

Request a single withdrawal from a variable annuity or authorize future transactions to be requested over the telephone by you or an authorized family member.

Systematic or auto interest withdrawal request for fixed annuities

Request a systematic or auto interest withdrawal from a fixed annuity.

Fixed annuities required minimum distribution authorization

Request a Required Minimum Distribution from a fixed annuity.

Variable annuities required minimum distribution authorization

Request a Required Minimum Distribution from a variable annuity.