Service Forms

Service Forms

We want to make it easy for you to help your clients

Most Commonly Requested Forms

File your required minimum distribution (RMD) election.

  Required Minimum Distribution (RMD) Election Form - OL4041

Use this form to make changes to your Federal or State tax withholding elections.

  Federal/State Income Tax Withholding Election - OL4753

Authorize the company to start paying benefits included in a Guaranteed Lifetime Withdrawal Rider

  Guaranteed Lifetime Withdrawal Rider Activation - OL4467

Update the address we have on file with your policy. When filling out the form, be sure to include the name of annuitant or insured and the contract/policy number. Choose whether you are changing the address for the owner, annuitant, insured, assignee, or a recipient of a duplicate notice. Provide the name and contact information of the policy owner. This form requires the signature of the owner and joint owner (if any).

  Address Change - OL4016

Certify the existence of a trust, as well as current trustees and/or successors.

  Certification and Acknowledgement of Trust Agreement - OL4132A

Update the name we have on file with your policy.

  Name Change - OL3135

Designate a Non-Individual as new owner and beneficiary.

  Ownership Change to Non-Individual(s) - OL2346C

Change the beneficiary designation on any of of your life or annuity policies.

  Beneficiary Designation - OL122A