Complete the Change of Beneficiary section of an Annuity Change Request Form and mail the completed and signed form to our Customer Service Center.
We will send confirmation of your beneficiary change to you at your address of record.
ou may call our Customer Service Center to confirm the names of your beneficiary(ies). If immediately available, the information will be provided to you after you answer a few questions proving your identity as the contract owner.
In some cases, we may be required to return your call with the information after our records have been reviewed.
The contract owner must complete a Periodic Distribution Request Form and return it to our Customer Service Center. If a life contingent option is elected, documentation of the annuitant's age such as a driver's license or birth certificate is required.
At the request of the contract owner, we will complete an annuity payment quote outlining the payment options available and the corresponding payment amounts. Please contact our Customer Service Center.
Payments may be elected on a monthly, quarterly, semi-annual or annual basis. Options available may include Life options or payments for a Fixed Period or Fixed Amount.
The contract owner will receive Annual Statements at the end of each contract year reflecting the activity on their account, the interest earned over the last 12 months and the interest rate that will be credited to the existing account balance for the next contract year. The statement will be mailed within 3 business days following the contract anniversary.
Complete the Change of Address section of an Annuity Change Request Form and mail the completed and signed form to us at:
Vantis Life
200 Day Hill Road
Windsor, CT 06095
OR