Variable Annuity

Asset Reallocation for SecureDesigns® Variable Annuity

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Fixed Annuity | Variable Annuity | Fixed Index Annuity

1035 EXCHANGE / ROLLOVER / TRANSFER eFORM

This form can be used to accomplish a FULL or a PARTIAL Exchange of policies pursuant to Internal Revenue Code (IRC) Section 1035.

Fixed Index Annuity

Account Value Reallocation Request for ClearLine Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

Fixed Index Annuity

Account Value Reallocation Request for Strategic Growth Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

Fixed Index Annuity

Account Value Reallocation Request for Strategic Growth Plus Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

Fixed Index Annuity

Account Value Reallocation Request for Total Value Annuity

Use this form to allocate Account Value among the Fixed Account and Index Accounts. 

Account Value Transfer Request for Annuity Contract

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

Fixed Index Annuity

Account Value Transfer Request for Foundations Annuity

Fixed Index Annuity

Account Value Transfer Request Select Benefit Annuity

Please complete all sections. Use this form to reallocate Account Value among the Fixed Account and Index Accounts.

Variable Annuity

AdvanceDesigns DCA Plus

You may allocate all or part of your initial purchase payment to the DCA Plus Account.

Product

Custom

Legacy Product

Other

Product type

Tax code

Account changes and requests