Forms

Advisory Authorization

Advisory Authorization Non-Advisory Products

Advisory Fee Withdrawal Request

Advisory Onboarding Agreement

Annuity Contract/Beneficiary Change Request

Disability Certification

Electronic Funds Transfer Request Form

Fixed Indexed Products Annual Transfer Election Form

Individual-Owned Inherited IRA Certification with Required Minimum Distribution Request (Traditional Or Roth)

New York Verification Form

Post-Death Exchange Disclosure Form

Power of Attorney Certification

Preauthorized Investment Request

Predetermined Beneficiary Payout Option

Preliminary Income Commencement Date for Income Guard Rider

Qualified Plan and 457(b) Plan Disclosure

RILA Annual Transfer Election

RILA Performance Lock Request Form

Request for Taxpayer ID Number

Required Minimum Distribution Request

Rider Change Request

Rider and Asset Allocation Options Request

Simple IRA Employer Information

Special Tax Information Notice

Special Tax Information Notice Form

Tax-Sheltered Annuity Certification TSA/403(b)

Telephone/Electronic Authorization

Transfer/Exchange

Transfers and Allocations

Trustee Certification and Disclosure

Withdrawal Request for Compliant Withdrawals from GMWB Riders

Withdrawal Request for Fixed Annuities

Withdrawal Request for RILA & Pacific Index Income with GMWB Rider

Withdrawal Request for Variable Annuities

Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions

Withholding Certificate for Pension or Annuity Payments