Form Number |
Form Name |
Description of
Form |
ZA-8154
|
Collateral Assignment Form |
Use when assigning the contract to cover a
loan (i.e. bank loan) |
ZA-8176
|
Pre-Authorized Checking Agreement |
Use when establishing an automatic premium
withdrawal from a checking account. |
ZA-8623
|
Participant Loan Agreement |
Use to set up a loan. |
ZA-8635
|
Systematic Distribution Form |
Use to set-up an automatic distribution from
an annuity. |
ZA-8641
|
Financial Transaction IRA/Non-Qualified Form |
Use when taking a partial or full withdrawal
from an IRA or non-qualified annuity. |
ZA-8642
|
Financial Transaction 403(b)/TSA or 401(k) Form |
Use when taking a partial or full withdrawal
from a 403(b)/TSA or 401(k) annuity. |
ZA-8656
|
Systematic Transfer Form |
Use when establishing a dollar cost averaging
or asset rebalancing program. |
ZA-8658
|
Fund Transfer/Allocation Change Form |
Use when transferring existing funds or
changing future allocations. |
ZA-6033
|
Telephone Transfer Authorization |
Use when authorizing transfers by the phone
on your account. |
ZA-1025
|
Non-Financial Change Form |
Use when changing address, name, maturity
date, beneficiaries or owners. |
ZA-1068
|
Trustee Certification |
Required with ZA-1025 if ownership is
changing to a trust. |
ZA-1105
|
Disability Certification |
Use if exercising the Disability Rider. |
ZA-1329
|
Guaranteed Retirement Income Benefit (GRIB) Cancellation
Form |
Use when canceling the GRIB benefit. |
ZA-1043
|
Required Distribution Election Form |
Use when taking distributions after age 73. |
ZA-2001
|
International Wire Transfer Authorization Form |
Use for Payments to Payees Living Abroad for Scudder Destinations Annuity contracts and Farmers VA I contracts. |
Form Number |
Form Name |
Description of
Form |
ZA-7008
|
Fixed Annuity Income Plan Option Form |
Use when requesting a fixed annuity income plan be
established. |
ZA-9000
|
Guaranteed Retirement Income Benefit Annuity
Income Option Form |
Use when electing the Guaranteed Retirement Income
Benefit Option. |
ZA-9001
|
GRIB Commutable Annuitization Option Form |
Use when requesting commutation of existing payments
under the terms of the Guaranteed Retirement Income Benefit
Option. |
ZA-9003
|
GRIB - Helpful Hints |
Information regarding the Guaranteed Retirement Income
Benefit process. |
ZA-2001
|
International Wire Transfer Authorization Form |
Use for Payments to Payees Living Abroad for Scudder Destinations Annuity contracts and Farmers VA I contracts. |