Service Forms

Use this form to allocate Account Value among the Fixed Account and Index Accounts.

This form is used to request Annual Income payments under the Rising Income Rider of your Contract.
Refer to the Guide to Understanding the Income Election Form for additional details.

Note the following:

Use this form to establish authority of your investment advisor.

Use this form to establish authority for your investment advisor.

This form is to be completed when an applicant wishes to identify a beneficiary with a per stirpes designation.

Use this form to establish the Scheduled Systematic Withdrawal (SSW) from your account, as required by the Internal
Revenue Service for beneficiary accounts.