Annuities

Form

Use this form to...

Notes

Annuity Disclosure

Describes important facts and features of a WSA deferred annuity, including interest rates, surrender charges and taxes on withdrawals

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