Signature verification
Changes
- Change beneficiary
- Change address
- Change name
- Change of agent request - Bank
- Change of agent request - IMO
- Convert a traditional IRA to a Roth IRA
- Annuity Reallocation Authorization
Records
Ownership
Banking
- Authorize or change automatic premium bank information
- Change mode of premium payment / planned premium
- Authorize or change direct deposit for annuity payments
Accessing funds
- Withdraw from a tax-sheltered 403(b) annuity
- Request a required minimum distribution (RMD) from qualified plan
- Request a partial or full surrender of your life insurance policy
- Request a loan from your life insurance policy
- Request a payment from your annuity income rider
- Request disbursement
- Request systematic withdrawal
Taxation
22-0084