"Solid as the Rockies"
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Describes important facts and features of a WSA deferred annuity, including interest rates, surrender charges and taxes on withdrawals
All signatures must be notarized
Request to Change Beneficiary (Annuity)
Change the beneficiary of your certificate
Signature must be notarized
Request to Change Name of Annuitant
Change the name of the annuitant on your certificate
Must provide legal proof of name change as noted on the form
Annuity Withdrawal Request
Request a withdrawal of funds from an annuity
Must be signed by the owner of the annuity.. Includes a copy of IRS Form W-4R, which must also be completed