Click on the links below to download any of these forms:
Information Update Request
Application for Settlement Option Benefit
Original signature required.
Change of Beneficiary Form
Election of Withholding
Electronic Funds Transfer Form (Credits)
For use with systematic withdrawal payments.
Electronic Funds Transfer Form (Debits)
For use to authorize monthly deposits made into an annuity or life insurance contract.
Form A-4P, Request for Arizona Income Tax Withholding
For use if you reside in Arizona and want state income taxes withheld
Form MI W-4P, Withholding Certificate for Michigan Annuity Payments
For use if you reside in Michigan and do not want state income taxes withheld
Lifetime Income Benefit Rider Termination Form
Partial Withdrawal Request
Required Minimum Distribution Withdrawal Request
Roth Conversion Form
Systematic Withdrawal Form