Asset Transfer

If you fund your annuity plan using assets that require a transfer of funds from a bank or financial institution, signed Transfer Forms will be required. Forms are typically provided by mail, and Annuity Specialists are available to assist throughout the process. For your convenience, asset Transfer Forms are also available on this site.

To download the appropriate Transfer Forms, consider the type of funds(s) you will use to pay for your annuity.

If the funds are from a tax-deferred retirement plan, use one of the following forms below:

If the funds are NOT from a tax-deferred retirement plan, use one of these forms:

Tax Withholding Election

A Tax Withholding Election Form is typically provided by mail, and Annuity Specialists are available to assist throughout the process. For your convenience, this form is also available on this site.

If you have questions about the type of funds you are using, please call 1-800-590-1455 and speak to one of our Annuity Specialists.

Forms are provided in free Adobe Acrobat format. If your personal computer does not have the free Adobe Acrobat Reader installed, you can download copy at: http://www.adobe.com/products/acrobat/readstep.html.