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 | AN-10276 |
Beneficiary Annuity Acknowledgement & Election Form (for Non-Qualified Stretch Accounts) | N/A | AN-10276-NQ 07-24 |