Mutual Fund | Other

Required Minimum Distribution (RMD) for Custodial Account

The Internal Revenue Service (IRS) requires individuals to begin receiving a Required Minimum Distribution (RMD) from qualified accounts(s) at 70½. Upon attaining this age, it is your responsibility to request these distributions.

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Fixed Annuity | Fixed Index Annuity | Variable Annuity

Scheduled Systematic Withdrawal Request for Annuity Contract

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).

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Mutual Fund | Variable Annuity | Other

Scheduled Systematic Withdrawal Request for Custodial Account

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

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Fixed Annuity | Variable Annuity | Fixed Index Annuity

Withdrawal Request for Annuity Contract

Use this form to make a one-time withdrawal from fixed annuities, fixed indexed annuities, variable annuities (excludes Mutual of Omaha or NEA).

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Mutual Fund | Variable Annuity | Other

Withdrawal Request for Custodial Account

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

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