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Topics: Top forms | Contract maintenance | Account funding and money movement
Top forms
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117575)
- Transfer Rollover Exchange - Outgoing
Contract maintenance
Agent, client, and contract-specific maintenance forms
Agent Specific
Client Specific
Contract Specific
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
- Annuitization Start Date Postponement Request
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- Investment Options Form for contracts purchased on or before 4/30/2007
- Investment Options form for contracts sold on or after 5/1/2007
- Portfolio Stabilizer Fund Election Form
- Death Benefit Pre-Election for Payment
- Release of Collateral Assignment of Life Insurance Policy or Annuity Contract
- Trustee Certificate
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574)
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117574)
Account funding and money movement
RMD, transfer and other money movement
Additional Forms
IRA/Qualified Plans
- Required Minimum Distribution Request
- IRA Internal Recharacterization
- IRA - Excess Contribution Removal Request
- IRA to Roth Conversion - In House
Partial/Full Surrenders
- Withdrawal as Outgoing Transfer Roll-over Exchange - Outgoing
- Withdrawal for Substantially Equal Periodic Payment
Funding
- Additional Payment (Add On) Receipt
- Systematic Investment Plan
- Transfer Roll-over Exchange - Incoming
Topics: Top forms | Account maintenance | Account funding and money movement
Top forms
Account maintenance
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts(117557)
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- Pre-Election for Payment of Death Benefits
- Release of Collateral Assignment
Account funding and money movement
Topics: Top forms | Contract maintenance | Account funding and money movement
Top forms
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574)
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117575)
- Transfer Rollover Exchange - Outgoing-NY
Contract maintenance
Agent, client, and contract-specific maintenance forms
Agent specific
Client specific
Contract specific
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
- Annuitization Start Date Postponement Request
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- Pre-Election for Payment of Death Benefits
- Release of Collateral Assignment of Life Insurance Policy or Annuity Contract
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574)
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117575)
- NY - Investment Options Form for contracts purchased on or before 4/30/2007
- NY - Investment Options form for contracts sold on or after 5/1/2007
- NY - Portfolio Stabilizer fund Election Form
- NY - Trustee Certificate
Account funding and money movement
RMD, transfer and other money movement forms
Additional forms
IRA/Qualified plans
- NY - Required Minimum Distribution Request
- IRA to Roth Conversion - In House
- NY - IRA Excess Contribution Removal Request
- NY - Request for IRA Internal Recharacterization
Partial/Full surrenders
- NY - Substantially Equal Periodic Payment Withdrawal Request
- NY - Transfer Roll-over Exchange - Outgoing
Funding
- NY-Additional Payment (Add On) Receipt
- NY - Transfer Roll-over Exchange - Incoming
- Systematic Investment Plan
Topics: Top forms
Top forms
- Annuitization Request for Death Claims
- ºÚÁÏÕýÄÜÁ¿ Beneficiary(ies) Identification and Location Assistance Form
- Spousal Continuation of Death Riders Selection
- Claim to Defer Payment of Annuity Death Benefit Proceeds
- Release of Collateral Assignment of Life Insurance and Annuity for Death Claim Proceeds
- W-4R Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claim (117591)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claims on Annuitized Contracts (117596)
Topics: Top forms
Top forms
- Annuitization Request for Death Claims
- ºÚÁÏÕýÄÜÁ¿ Beneficiary(ies) Identification and Location Assistance Form
- Spousal Continuation of Death Riders Selection
- Claim to Defer Payment of Annuity Death Benefit Proceeds
- Release of Collateral Assignment of Life Insurance and Annuity for Death Claim Proceeds
- W-4R Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claim (117591)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claims on Annuitized Contracts (117596)
Topics: Top forms | Contract maintenance | Estate Settlement | Account funding and money movement
Top forms
- Death Claim Statement
- Transfer Rollover Exchange - Outgoing
- Portfolio Stabilizer Fund Election Form
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117575)
Contract maintenance
Agent, client, and contract-specific maintenance forms
Agent specific
Client specific
Contract specific
- Annuitization Start Date Postponement Request
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- Investment Options Form for contracts purchased on or before 4/30/2007
- Investment Options form for contracts sold on or after 5/1/2007
- Portfolio Stabilizer Fund Election Form
- Death Benefit Pre-Election for Payment
- Release of Collateral Assignment of Life Insurance Policy or Annuity Contract
- Trustee Certificate
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117575)
Account funding and money movement
RMD, transfer and other money movement forms
Additional forms
IRA/Qualified plans
- Required Minimum Distribution Request
- IRA Internal Recharacterization
- IRA - Excess Contribution Removal Request
- IRA to Roth Conversion - In House
Partial/Full surrenders
- Withdrawal as Outgoing Transfer Roll-over Exchange - Outgoing
- Withdrawal for Substantially Equal Periodic Payment
Funding
Topics: Top forms | Account maintenance | Estate settlement | Account funding and money movement
Top forms
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117557)
- W-4R Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claim (117591)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claims on Annuitized Contracts (117596)
Account maintenance
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117596)
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
- Release of Collateral assignment (200017)
Estate settlement
- Annuitization Request for Death Claims
- ºÚÁÏÕýÄÜÁ¿ Beneficiary(ies) Identification and Location Assistance Form
- Spousal Continuation of Death Riders Selection
- Claim to Defer Payment of Annuity Death Benefit Proceeds
- Release of Collateral Assignment of Life Insurance and Annuity for Death Claim Proceeds
- W-4R Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claim (117591)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claims on Annuitized Contracts (117596)
Account funding and money movement
Topics: Top forms | Account maintenance | Estate settlement | Account funding and money movement
Top forms
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117557)
- W-4R Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claim (117591)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claims on Annuitized Contracts (117596)
Account maintenance
- Release of Collateral assignment NY (38107)
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117557)
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
Estate settlement
- Annuitization Request for Death Claims
- ºÚÁÏÕýÄÜÁ¿ Beneficiary(ies) Identification and Location Assistance Form
- Spousal Continuation of Death Riders Selection (PDF)
- Claim to Defer Payment of Annuity Death Benefit Proceeds
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Death Claims (117591)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Death Claims on Annuitized Contracts (117596)
Account funding and money movement
Topics: Top forms | Contract maintenance | Estate Settlement | Account funding and money movement
Top forms
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574) (PDF)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117575) (PDF)
- Death Claim Statement - NY
- Portfolio Stabilizer Fund Election - NY
- Transfer Rollover Exchange - Outgoing-NY
Contract maintenance
Agent, client, and contract-specific maintenance forms
Agent specific
Client specific
Contract specific
- Annuitization Start Date Postponement Request
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- Pre-Election for Payment of Death Benefits
- Release of Collateral Assignment of Life Insurance Policy or Annuity Contract
- W-4R Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ (117574)
- W-4P Federal Withholding Instruction for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117575)
- NY - Investment Options Form for contracts purchased on or before 4/30/2007
- NY - Investment Options form for contracts sold on or after 5/1/2007
- NY - Portfolio Stabilizer fund Election Form
- NY - Trustee Certificate
Estate Settlement
- NY-Death Claim Statement (PDF)
- NY-Death Claim Deferral Request (PDF)
- Preference Beneficiary Affidavit (PDF)
- Annuitization Request (PDF)
Account funding and money movement
RMD, transfer and other money movement
Additional forms
IRA/Qualified plans
- NY - Required Minimum Distribution Request
- IRA to Roth Conversion - In House
- IRA Excess Contribution Removal Request (PDF)
- Request for IRA Internal Recharacterization (PDF)
Partial/Full surrenders
- NY - Substantially Equal Periodic Payment Withdrawal Request
- NY-Transfer Rollover Exchange – Outgoing (PDF)
Funding
Topics: Top forms | Account maintenance | Account funding and money movement
Top forms
Account maintenance
- Assignment of Life Insurance Policy or Annuity Contract as Collateral
- A guide to your ºÚÁÏÕýÄÜÁ¿ Life IRA
- W-4P Federal Withholding Instructions for ºÚÁÏÕýÄÜÁ¿ Annuitized Contracts (117557)
- Pre-Election for Payment of Death Benefits
- Release of Collateral Assignment
Account funding and money movement