Annuity Application Update

We have updated Annuity Applications scheduled to go live on 9/4. As a reminder, processing is determined by the date of signing. Applications signed on or after 9/4 will need to utilize the new versions. However, any applications signed prior to 9/4 will continue to use the current version.

We want to ensure that everyone is well-informed and prepared for these changes. Thank you for your attention to this matter.

Please Note: All online electronic application platforms will automatically generate the correct form for your convenience.

Form Name

Current

New for 9/4

Annuity Application

11059-4

11059-5

Annuity Application

11059-FL4

11059-FL5

Annuity Application

11059-ICC24

11059-2-ICC24

Beneficiary IRA Acknowledgement & Election Form (for Qualified Stretch Accounts)

AN-10276
RV 08-23

AN-10276
RV 07-24

Beneficiary Annuity Acknowledgement & Election Form (for Non-Qualified Stretch Accounts)

N/A

AN-10276-NQ 07-24