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Miscellaneous Forms

Banking Deposits/Withdrawals

• BDA 0722 – ACH Payment Authorization Agreement
  
• DDA 0722 – ACH Direct Deposit Authorization Agreement
• CCPA 0323 – Credit Card Payment Authorization Form

Burial Trust

• IBTA 0722 – Irrevocable Burial Trust Agreement
  
• IBTD 0722 – Irrevocable Burial Trust Definition
  

Death Claims

• ADBC 0922 – Annuity Death Benefit Claim Form
  
• BA 0822 – Beneficiary Affidavit
  
• IDDC 0822 – Information Disclosure Death Claim
  
• LIDC 0822 – Life Insurance Death Claim
  

Service Forms

• LAA 0822 – Loan Application
  
• SR 1122 – Service Request Form
  
• ASC 0123 – Assignment As Collateral
  

Transfer Forms

• 1035 0822 – 1035 Exchange
  
• ATF 0123 – Authorization to Transfer Funds
  
• AIT 1122 – Annuity Internal Trasnfer
  
• IISI 1022 – Inherited IRA Settlement Information
• RLA 0722 – Notice Regarding for Life Insurance & Annuity