LSW ANNUITY

Service Forms

Bank Draft

Request for PACP

Annuity Distributions

Take a Withdrawal

Automated Withdrawal Program

Request for Annuity Benefits Under the Special Enhanced Life Income (S.E.L.I.)

Start RMD - One Time Withdrawal

Policy / Title Changes

Change the Tax Qualification Type 

Beneficiary Agreement Request (Change Form)

Change of Name

Change of Owner (use only for LSW Annuities or NL Annuities beginning with NG)

Annuity Loans

Guide to 403(b) Loans

Guide to 457 Loans

Take out a Loan 403(b)

Take out a Loan 457

Allocation Changes

Change the Allocation on your Multi-Account EIA

Transfer Amounts Between Interest Accounts on your Multi-Account EIA

Misc

Form 1099-R Frequently Asked Questions 

W9 (common form) 

W4P