Service Forms

Use this form to transfer funds internally from an existing RateTrack^® contract to another contract/account. This form and accompanying application can be submitted within 30 days of contract anniversary.

Use this form to select the new guarantee period for reallocations. You must complete Sections 1 & 2. Please refer to the amount of your Contract Value that is available for reallocation.

For changing the name and/or address of the existing Annuitant/Participant, Beneficiary(ies), Owner, or Joint Owner of the Contract.

For changing the name and/or address of the existing Annuitant/Participant, Owner of the Contract or changing the primary and/or contingent beneficiary(ies).

Use this form to request medical expense reimbursement following severance from employment.

Use this `form to allow other individuals to obtain account values, policy information and to request fund transfers on your annuity contract or life policy.

Use this form to select the new guarantee period for reallocations.

Use this form to indicate the guarantee period for a new allocation or to select the new guarantee period for reallocations.

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