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These forms and processes should be utilized by Annuitants located in the United States.
- Change Address Request: This form is to be utilized by annuitants when requesting address changes.
All address changes must be received in writing using this form and must include the signature of the person or persons receiving the payment, their legal representative or the owner. If a legal representative is signing on behalf of the person receiving the payment, a copy of the legal document showing the authorization must accompany the request. The form includes instructions and submission requirements.
Change Address Request
- Electronic Fund Transfer Forms: Payments can be made directly to your bank by ACH Transfer. This eliminates any delay of delivery by the postal service. Payments by this method are transmitted to the bank the working day before the payment due date. The receiving bank determines when the funds are posted into your account.
NOTE: ACH transfer is electronic, however, it is NOT considered a wire transfer and is normally handled in a different department within the bank.
These forms should be utilized by annuitants when requesting electronic payments. Please use the appropriate form based on your policy parameters.
- Direct Deposit of Funds Involving Only Guaranteed Payments: This form should be used when all annuity payments are guaranteed (even if annuitant is not alive at the time of payment).
Direct Deposit of Funds involving only Guaranteed Payments
- Direct Deposit of Funds Involving a Lifetime Annuity: This form should be used when some or all annuity payments are to be paid only if the annuitant is living.
Direct Deposit of Funds involving a Lifetime Annuity
- Direct Deposit of Funds Involving a JOINT Lifetime Annuity: This form should be used when some or all annuity payments are to be paid only if the joint annuitants are living.
Direct Deposit of Funds involving a JOINT Lifetime Annuity
- Beneficiary Form: This form is to be utilized by annuitants when requesting a beneficiary change. Once the completed form is received the owner will be contacted for approval (if person completing is not the owner). After approval/disapproval by owner is received the requestor will receive a notification via mail.
Beneficiary Form
- Death Claim Process:
A death is an unfortunate event that requires diligent efforts on the part of those left behind. Please click on the following link to obtain some general guidelines concerning this process.
Death Claims Process
- Name Change:
If you need to change your legal name due to a marriage, divorce, adoption, etc. we will need a copy of the legal document that confirms your current legal name. This could be a marriage license, a divorce decree, adoption paperwork, driver's license or a copy of your new social security card.
Please complete the Name Change Form, include the legal documentation and follow the submission guidelines. After the required documentation is received the file will be notated and the information changed so that payments will be sent with the correct name.
Name Change Form
Common Questions
- I need to obtain a schedule of future payments, what can I do?
To obtain information regarding verification of future payments please click on the following link.
Schedule of Future Payments
- When is my payment mailed or transmitted electronically to my bank?
To inquire about the timing of your payments please click on the following link to obtain some general guidelines concerning this process.
Timing of Payments Guidelines
- What do I do if I have not received my payment?
If you have a need to stop payment please click on the following link to obtain guidelines concerning this process.
Stop Payment Process
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