Service Forms

For the purchase of a 403(b) Annuity Contract (through Salary Reduction) to provide retirement benefits for the employee.

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement accounts.

Use this form to establish a Scheduled Systematic Withdrawal (SSW) mutual fund group retirement account

For transferring funds from one account to another, completing a one-time Asset Re-balance, changing the allocation of future payments (Change of Future Allocation), or applying for Telephone Exchange Authorization, which allows you to exchange fu

For use with Vantage only. This form gives authority to another person ("attorney in fact") to act on your behalf for the Contract/Account Number identified below.

For use with Vantage only. For changes to existing contracts only.

For establishing privileges to withdraw funds from your contract without incurring a surrender penalty. Must meet requirements outlined on the form.

Use this form to make a one-time withdrawal from mutual fund group retirement accounts (excludes Mutual of Omaha or NEA).