Annuity FAQ
You simply need to notify us by a written and signed request. Your request must include your contract number. Or, if requested, we will provide you with a form on which to submit your new information.
For the protection of our clients, we only accept requests for address changes in writing and with signatures. Signatures are verified prior to processing all requests. Although phoning or E-mailing in such information is certainly easier, it is not in the best interests of our customers.
Call us or complete a Direct Deposit/Electronic Funds Transfer form to submit your bank information. Or, you may submit your information as a written and signed request, which should include a voided personal check or deposit slip from the account you will be using and your bank's phone number.
For your protection, we request that you submit the change(s) in writing. Please make sure your request is signed.
For the protection of our customers, information specific to your policy must be requested in writing by the Contract Annuitant or Contract Owner.
Upon request, we will send you an Annuity Service Request Form. Or, you may provide us with your written, signed request for beneficiary designation. All beneficiary designations (if applicable) must be authorized by the Contract Owner.
Please send to us a written and signed request that includes your contract number. Your request will be processed and a response mailed to you.
If you prefer to contact us by phone please call: 1-800-265-2652
Call us toll-free.
Hours of operation:
8:30 a.m. to 5:00 p.m. Eastern Time
Monday through Friday