Servicing Forms

Are you sure you need a form?

Some transactions can be completed entirely online — no forms required! Just log in to your contract, go to Transactions and choose from the transactions below:

  • One-time Withdrawal 
  • Systematic Withdrawal
  • Address Change
  • Portfolio Navigator Change
  • Duplicate Statement Request
  • Beneficiary Change 

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For all other requests, narrow your search for printer-friendly PDF forms using the filters below.
If you can't find the forms you need, contact us or call 800.862.7919.