Annuity Supplemental Service Forms

Title	Link
Coverdell (Irs Form 5305 EA)	Download
Spousal Continuation Form	Download
Annuity Beneficiary Claimant Form	Download
Producer Compensation Disclosure & PTE 84-24 Acknowledgment	Download
Replacement Notice-DE	Download
Replacement Notice-CA	Download
Replacement Notice-All Other States	Download
Replacement Notice-MN	Download
Replacement Notice-IN	Download
Replacement Notice-IL	Download
Replacement Notice-ID	Download
Replacement Notice-GA	Download
Replacement Notice-FL	Download
Address-Change-Form	Download
Required Minimum Distribution (RMD) – One-Time or Systematic	Download
Trust Certification Form	Download
GCU Medi-Cal Eligibility Notice (California Only)	Download
Minor Owner Annuity Disclosure and Acknowledgment	Download
GLWB Income Payment Start-Stop Request (Aquila FIA)	Download
Annuitization Request Form	Download
Duplicate Policy-Certificate Request Form	Download
Automatic Bank Payment Auth Form (Checking)	Download
One-Time Charitable Distribution Request (QCD)	Download
Beneficiary Change Request Form	Download
Partial Withdrawal or Full Surrender Request Form	Download
Policy Collateral Assignment Form	Download
Name Change Request Form	Download
One Plus Four 1st Ann Election Form	Download
Transfer, Rollover & 1035 Exchange Request	Download
Wire Transfer Request Form	Download
IRA Disclosure Form (Traditional)	Download
IRA Disclosure Statement (Traditional)	Download
IRA COLA Info (2026)	Download
Producer Best Interest Disclosure (Annuities)	Download
IRA Disclosure Statement (Roth)	Download
Annuity Suitability Questionnaire	Download