GIS- Annuity Forms


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Annuity Forms

Need a form quickly? We encourage you to use this section for downloading annuity forms. Simply click on the form name to download the PDF.

To download and print a form you will need Acrobat Reader Software that is available free by clicking the icon below.

Form Name	Use This Form To:
Notice of Name or Ownership Change Form	Change the owner's or annuitant's name or change the owner.
Address Change Form	Change your address on your annuity contract.
Designation of Beneficiary Form - Non-Qualified Plans	Change your beneficiary designation.
Designation of Beneficiary Form - Qualified Plans	Change your beneficiary designation.
Telephone Transfer/Allocation Change Authorization Form	Establish a PIN for telephone transactions.
Direct Deposit Authorization Form	Establish Direct Deposit of any withdrawals/payments from your annuity contract to bank account.
Application for Duplicate Copy of Contract Lost or Destroyed	Request a duplicate copy of your annuity contract.

Note: To access additional annuity forms you need to sign on to My Account Manager from the Account Access menu.

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