Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Âé¶¹´«Ã½ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. Âé¶¹´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Âé¶¹´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging Âé¶¹´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Âé¶¹´«Ã½ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. Âé¶¹´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Âé¶¹´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging Âé¶¹´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
Find the answers to common annuity questions, including certificates, payments, taxes, and important life changes.
Use the forms below to make updates, request changes, or provide information related to your annuity.
| Tax Forms | |
|---|---|
W‑8 BEN Use this form to certify your non‑U.S. tax status for federal tax withholding purposes. | °Â‑4±Ê Use this form to request federal tax withholding from your annuity payments. |
°Â‑4¸é Use this form to request federal tax withholding on eligible rollover distributions. | W-9 Use this form to certify your taxpayer identification number (TIN) for federal tax reporting purposes. |
| Change Requests | |
|---|---|
Policy Change Request Use this form to request updates to your personal or annuity information. | Direct Deposit Request Use this form to start, change, or update direct deposit for your annuity payments. |
| Affidavits | |
|---|---|
Affidavit by Guardian Use this form if a court‑appointed guardian is acting on behalf of a participant. | Affidavit by Attorney in Fact Use this form if someone is authorized to act on your behalf under a power of attorney. |
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If you have questions, need help with a form, or would prefer to speak with someone directly, our team is here to support you.
Please reach out using the contact options below, and we’ll be glad to assist you.
Contact us directly at: | Contact us via mail: |
|---|---|
Toll Free: Fax: Hours of Operation: | Regular Mail: Overnight Mail: |
Âé¶¹´«Ã½ refers to Âé¶¹´«Ã½ (Newport Beach, CA) and its affiliates, including Âé¶¹´«Ã½ & Annuity Company. Insurance products are issued by Âé¶¹´«Ã½ in all states except New York, and in New York by Âé¶¹´«Ã½ & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
DB-1066-0626