Annuities Customer Service |
EQUI-VESTsm
Service Request Forms*
By clicking on one of the choices below, you may print the request form on your computer's printer or you can login or enroll for online account access to perform these transactions online.
Change allocation of future contributions (PDF*)
Transfer amounts among investment options (PDF*)
Online Contributions Quick Reference Card (PDF*)
The following service requests cannot be completed online at this time. A written request by the contract owner must be mailed to our administrative office. By clicking on one of the choices below, you may print the request form on your computer's printer. After completing and signing the form, mail it to the address on the form.
Automatic Investment Program (PDF*)
Billing - change frequency (PDF*)
Dollar Cost Averaging (Investment Simplifier Program)
for EQUI-VEST contracts only (PDF*)
Dollar Cost Averaging (Investment Simplifier Program)
for EQUI-VEST Express contracts only (PDF*)
Telephone Operated Program Support (TOPS) Enrollment (PDF*)
Procedures for SIMPLE IRA Withdrawal/Rollovers (PDF*)
Notice Regarding Your SIMPLE IRA Account (PDF*)
* These forms are Portable Document Format (PDF) files. If your browser is not yet capable of reading PDF files, you can download the free Adobe® Acrobat Reader™ software at the following link: http://www.adobe.com/prodindex/acrobat/readstep.html.
Instructions for installation are also found at that location.
When you have completed and signed the form, please return it to the address indicated.
If you need additional information, send us your request.
