Service Forms

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

The Internal Revenue Service ("IRS") requires individuals to begin receiving a Required Minimum Distribution ("RMD") from qualified accounts(s) at 73. Upon attaining this age, it is your responsibility to request these distributions.

The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 73. Upon attaining this age, it is your responsibility to request these distributions.

This form should be used if you wish to place restrictions on the payout of your death benefit to your beneficiaries. This Beneficiary Designation supersedes any and all previous Beneficiary designations.

Use this form to set up or change contributions to your account from your paycheck.

Use this form to set up contributions to your 457 or Tax Sheltered account from your paycheck. Please check with your employer to verify that this agreement meets your employer's requirements.

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) from fixed annuities, fixed index annuities, and variable annuities (excludes Mutual of Omaha or NEA).

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 accounts.