California Annuity Partial Withdrawal Form C-7119
This form is used to request a withdrawal from your annuity contract.   

California Beneficiary Change Form C-5514
This form is used to replace your current beneficiary designation.  For helpful information regarding beneficiary designations: California How To Designate Beneficiaries C-5514 (I)

CA Loan Request Form C-8194
This form is used to request a loan from your cash value life insurance contract.

California Collateral Assignment C-8026
This form is used to assign or release assignment of your contract to a creditor.

California Contract Change Form C-5454

This form is used for contract related changes such as to change name, non-forfeiture option, benefits/riders.

California Request for Electronic Funds Transfer (EFT) C-2287
This form is used to set-up or change payments made directly out of your bank account.

California Annuity Request For EFT C-2287
This form is used to set-up or change payments made directly out of your bank account.

California Claim Notice C-8044
This form is use to initiate notification of an insured’s death.

California Statement Of Lost Contract C-5431

This form is used to certify that the original contract is lost or destroyed.

California Change Of Ownership C-5606
This form is used to designate or change an owner or contingent owner.

California Settlement Election Form C-5515
Settlement Election for Payment of Proceeds

Withholding Preferences: IRS Form W-4P
This form is used to specify withholding preferences for annuitization and supplementary contract payments.

Questions?
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