The claim forms listed on this page can only be used with the following annuity contracts:
Beneficiary request to elect a payment option upon the inheritance of an annuity contract. Also print State Tax Withholding Instructions to determine if state taxes are required to be withheld.
Beneficiary request to continue established periodic payments. Also print State Tax Withholding Instructions to determine if state taxes are required to be withheld.
To be used only by Spouse Beneficiary to endorse a contract. Also print Beneficiary Substitute IRS W-4P and W9 form.
To be used by Spouse Beneficiary to endorse a contract, or other Beneficiary to change existing withholding instructions. Also print State Tax Withholding Instructions to determine if state taxes are required to be withheld.
Guide for determining state tax withholding.
To be completed when a trust applies for an annuity, changes trustees/ownership, or makes a claim for a death benefit as a beneficiary.
Complete, sign and return as applicable. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
Annuity
Cancer
Dental, Vision & Hearing
Disability
Health and Accident
Life
Medicare Supplement
Mortgage Protection
Voluntary Benefits