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Service Forms has 27 forms

Current Form
Date
TitleNumber
 12/2017Withdrawal Form - SYSTEMATICET-2500
 05/2004Transfer Under UGMA or UTMAET-2505
 07/2016Required Minimum Distribution FormET-2512
 10/2013Required Minimum Distribution - Beneficiary/Stretch IRAET-2512ST
 04/2018Automatic Deposit AuthorizationET-2513
 11/2017Allocation Change FormET-2520-SIMPLE
 11/2017Account Transfer FormET-2521-SIMPLE
 06/2014Beneficiary Designation FormET-2532
 03/2019Beneficiary Designation w/Restricted Payout - Non-QualifiedET-2533NQ
 03/2019Beneficiary Designation w/Restricted Payout - QualifiedET-2533Q
 07/2017Stretch IRA Election Form - GenericET-2536
 12/2012Client Release of Contract Info AuthorizationET-2541
 12/2018Annuity Claimant Statement - GenericET-2700
 07/2016Income Benefit Rider Service Request FormET-2703
 08/2019Address/Name ChangeET-ADD-NAMECHG
 08/2019Duplicate Contract or Policy RequestET-DUPLICATEREQ
 07/2016Entity Certification and Indemnification AgreementET-ENTITY-2503
 11/2017Nursing Home Waiver Election FormET-NHWELECTION
 08/2019Ownership Change - Annuity ContractsET-OWNCHG
 04/2018Annuity Partial Withdrawal FormET-PARTIAL-2501
 04/2018Power of Attorney Certification FormET-POACERT-2500
 07/2017Payment Option Election FormET-POE-1101
 08/2019Roth IRA Conversion FormET-ROTHCON
 04/2018Annuity Contract Surrender FormET-SURR-2501
 04/2018Terminal Illness Benefit Election FormET-TI-ELECTION
 07/2016Trust Information Form and Trustee Certification and Indemnification AgreementET-TRUST-2502
 10/2018W-9 Request Taxpayer ID & CertificationW-9

 


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