Service Forms

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

This form is to be completed in order to claim proceeds payable upon death. A separate Proof of Death form should be completed and signed by each beneficiary.

This form allows a preliminary review for suitability and in no way eliminates the required suitability paperwork.

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).

For establishing privileges to withdraw funds from your contract without incurring a surrender charge penalty, such as for Nursing Home stay or a Terminal Illness diagnosis. Must meet requirements outlined on the form and in your contract.

This Trust or Entity Certification Form must be used when a partnership, trust, or other non-natural person(collectively "Entity"), is the owner of the annuity contract.