Service Forms
Asset Reallocation for SecureDesigns® Variable Annuity
Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.
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1035 EXCHANGE / ROLLOVER / TRANSFER eFORM
This form can be used to accomplish a FULL or a PARTIAL Exchange of policies pursuant to Internal Revenue Code (IRC) Section 1035.
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Account Value Reallocation Request for ClearLine Annuity
Use this form to allocate Account Value among the Fixed Account and Index Accounts.
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Account Value Reallocation Request for Strategic Growth Annuity
Use this form to allocate Account Value among the Fixed Account and Index Accounts.
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Account Value Reallocation Request for Strategic Growth Plus Annuity
Use this form to allocate Account Value among the Fixed Account and Index Accounts.
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Account Value Reallocation Request for Total Value Annuity
Use this form to allocate Account Value among the Fixed Account and Index Accounts.
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Account Value Transfer Request for Annuity Contract
Use this form to allocate Account Value among the Fixed Account and Index Accounts.
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Account Value Transfer Request for Foundations Annuity
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Account Value Transfer Request Select Benefit Annuity
Please complete all sections. Use this form to reallocate Account Value among the Fixed Account and Index Accounts.
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Annuitization Election of Option for Mutual of Omaha/United of Omaha
For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information.
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