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Service Forms

Form Description Number

Beneficiary Forms

Annuity Service Request - Non-Financial Transactions - Beneficiary Designation

FI-42-058

Distribution Forms

Annuity Service Request - Financial Transactions

FI-42-057

Election of Annuity Income Option

1834

Individual Retirement Account Required Minimum Distributions

1141-IFS

Request for Premium/Dividend/Loan Policy Benefit Disposition

DO-70

Systematic Withdrawal Request

703

Miscellaneous Forms

Absolute Assignment / Ownership Change DO-598
Long Term Care Confinement Certification

2841

Name Successor Owner

2339-0109

Notification of Death of Owner

398

Request for Policy Service

DO-43