Complete the Change of Name section of an  Annuity Change Request Form and mail the completed and signed form to our Customer Service Center.

You must include proper documentation of the name change such as a marriage certificate, divorce decree or court papers.

We will send confirmation of the name change to you at your address of record.

A duplicate contract can be requested by submitting a Request for Duplicate Contract Form to our Customer Service Center. The form must be notarized.

To make a partial or full loan payment, complete and sign a Premium Deposit/Loan Payment Form and return it along with your personal check or bank check to our Customer Service Center.

To repay the loan in full, please contact our Customer Service Center for the loan payoff amount prior to submitting your payment.

Some annuity contracts do include a loan provision. A loan distribution is considered a taxable event just as a withdrawal would be taxed. In addition, loan interest will be charged until the loan is paid in full. Please review your annuity contract or contact our Customer Service Center for information and loan availability from your specific contract.

This information is specific to the contract that you own.  Please contact our Customer Service Center for detailed information regarding your contract.

Additional deposits are subject to the terms of your annuity contract. Generally, if your annuity contract is a flexible premium annuity, you may make additional contributions at any time. To make an additional deposit, complete and sign a Premium Deposit/Loan Payment Form and return it along with your personal check or bank check to our Customer Service Center.

No, only one certified death certificate is required for the deceased person. However, when there are multiple beneficiaries, claim requests received will be pended until the death certificate and the annuity contract are received.

To receive the claim proceeds of an annuity contract, complete and sign a Claimant's Statement Form. A certified death certificate, Photo ID of the beneficiary and the original Schedule Page from the annuity contract are also required.

In general, claim payments can be made under series of annuity payments or as a lump sum payment but are subject to the specific contract's provisions. Under IRS regulations, annuity payments must begin within one year of the qualifying event and lump sum payments must be made within 5 years of the qualifying event. Contact our Customer Service Center if you have any questions or for further information.

Yes, but you must submit a complete listing of your beneficiaries that you want to receive the annuity claim proceeds, not just the additions or deletions.

Each change of beneficiary received replaces any previous designations that were made.