Frequently Asked Question

WHO NEEDS TO SIGN THE NAME CHANGE FORM?
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WILL I RECEIVE A NEW POLICY AFTER THE NAME CHANGE HAS BEEN COMPLETED?
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MY ADDRESS HAS CHANGED. HOW DO I NOTIFY YOU WITH MY NEW ADDRESS?
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HOW DO I NOTIFY YOU OF OTHER CONTACT INFORMATION CHANGES SUCH AS PHONE NUMBER AND EMAIL ADDRESS?
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Will I receive a new annuity contract after the name change is completed?
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How can I tell who the beneficiary is on the Annuity Contract?
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HOW DO I REPORT A DEATH CLAIM ON AN ANNUITY CONTRACT?
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WHAT DOCUMENTATION WILL I NEED TO SUBMIT?
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WILL YOU ACCEPT A COPY OR A FAX OF THE ORIGINAL CERTIFIED DEATH CERTIFICATE AND DEATH CLAIM FORM?
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WHY DID I RECEIVE A W-9 FORM?
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WHEN WILL I RECEIVE MY FORM 1099-R?
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WHAT IS FORM 5498?
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