Administration

Administration

Other Administration Forms

This table includes downloadable marketing materials saved in PDF format. Each row is a different product and may contain versions of the brochure in alternate languages.
Form Number Cover Marketing Material Name Available Languages Product
1559 Download cover image for file Advisor's Report Advisor's Report File
(fillable/savable)
FR
1703 Download cover image for file Authorization to Release Evidence Authorization to Release Evidence File FR
0594 GUIDE Download cover image for file Guide to Completing Business Information Form Guide to Completing Business Information Form File FR
1027 Download cover image for file Additional/Updated Customer Information (2021/04/02) Additional/Updated Customer Information (2021/04/02) File
Available in PDF (fillable / savable)
FR
0891 Download cover image for file Agent of Record Change Request (2020/06/30) Agent of Record Change Request (2020/06/30) File
Available in PDF only (fillable/savable)
FR
0455 Download cover image for file Annuity Settlement Option Annuity Settlement Option File FR
0671BCF Download cover image for file Beneficiary Change Request Form Beneficiary Change Request Form File
Available in PDF only (fillable/savable)
FR
0594 Download cover image for file Business Information Form Business Information Form File
Available in PDF only (fillable/savable)
FR
0671NC Download cover image for file Name Change Form Name Change Form File
Available in PDF only (fillable/savable)
FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
Available in PDF only (fillable/savable)
FR
0378 Download cover image for file Pre-Authorized Debit Form Pre-Authorized Debit Form File
Available in PDF only (fillable/savable)
FR
0042 Download cover image for file Request for Policy Documentation Request for Policy Documentation File FR
0031 Download cover image for file Third Party Form Third Party Form File FR