Agent Forms
Agent Forms
- Agent Direct Deposit Authorization
- Authorization To Transfer
- California Disclosure Statement
- California Pre-Notice
- Joint Owner Disclosure
- Medi-Cal Notice
- New Business Transmittal
- Notice to Applicant - Replacement
- Product Guide
- Standard Suitability Form
- Statement of Intent
- Strategist Suitability Form
- Supply Order Form
Claim Forms
- Deferred Annuity claim form for Arkansas, Colorado, Kansas, Louisiana, Nevada, North Carolina, North Dakota
- Deferred Annuity claim form for Alaska and Washington
- Deferred Annuity claim form for all other states
- Immediate Annuity Claim Form
General Forms
- Annuity Beneficiary Change
- Annuity RMD FORM
- Authorization for Annuity Withdrawal
- Authorization for Direct Deposit
- Authorization for Income Tax Withholding
- Change of Name Form
- Change of Owner
- Equity Index Allocation Change
- Lost Policy Affidavit
- Owner/Annuitant Disclosure
- Release of Information
- W-9 Form
Product Brochures
- Financial Brochure
- Medi 2
- Savers 5
- Savers 7
- Select
- Strategist
- TC Flex IL, AL, MD, UT
- Total Command All Durations
- Total Command 3
- Total Command 4
- Total Command 5
- Total Command 5 (AK, MO, UT, VT)
- Total Command 6
- Total Command 7
- Total Command 7 (Connecticut)
- Total Command 8
- Total Command 8 (Connecticut)
- Total Command 9
- Total Command 9 (Connecticut)
- Total Command 10
- Total Command 10 (Connecticut)
- Total Command 10 (AL, IL, MD, UT)
- Total Command Flex
Replacement Forms
- 800 Replacement Form
- Alabama Replacement Form
- Arizona Replacement Form
- Arkansas Replacement Form
- California Replacement Form
- Colorado Replacement Form
- Delaware Replacement Form
- Georgia Replacement Form
- Hawaii Replacement Form
- Idaho Replacement Form
- Illinois Replacement Form
- Indiana Replacement Form
- Iowa Replacement Form
- Kansas Replacement Form
- Kentucky Replacement Form
- Louisiana Replacement Form
- Maryland Replacement Form
- Massachusetts Replacement Form
- Michigan Replacement Form
- Minnesota Replacement Form
- Mississippi Replacement Form
- Missouri Replacement Form
- Montana Replacement Form
- Nebraska Replacement Form
- Nevada Replacement Form
- New Hampshire Replacement Form
- New Mexico Replacement Form
- North Carolina Replacement Form
- Ohio Replacement Form
- Oklahoma Replacement Form
- Oregon Replacement Form
- Pennsylvania Replacement Form
- Rhode Island Replacement Form
- South Carolina Replacement Form
- South Dakota Replacement Form
- Tennessee Replacement Form
- Texas Replacement Form
- Utah Replacement Form
- Vermont Replacement Form
- Virginia Replacement Form
- Washington Replacement Form
- West Virginia External Replacement Form
- West Virginia Internal Replacement Form
- Wisconsin Replacement Form
- Wyoming Replacement Form