Simply click on the form you need below to view it. You may also fill the form out online and print a copy to submit to us. We recommend you save a copy for your personal records.

Electronic Funds Transfer (EFT) Agreement
Complete this form to have your annuity payments sent electronically to your bank account.

IRS form W-4P
Reduce, increase, or remove your Federal Income Tax withholding.

Beneficiary Designation
Update your Beneficiary information. Your annuity form may not require a beneficiary designation. If your contract number is SPG-12997, TFA-11933 or TFA-13614 please contact us for a beneficiary designation form.

Update Your Information
Update your name, address, or phone number.

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