Important Notes Regarding this Form: This form is used to establish beneficiaries on a non- retirement account. You may designate both primary and contingent beneficiaries Beneficiaries may be individuals, minors with a custodian under the Uniform Transfer to Minors Act (UTMA) (...
Save Electronic Funds Transfer (EFT) – Annuities Use this form to set up or modify a way to transfer funds between your annuity contract and your bank account, and also to update EFT instructions for an existing Systematic Withdrawal, Income Payments, or Annuity Builder Program. Do NOT ...
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