Variable Annuity

Annuitization Election of Option for Mutual of Omaha/United of Omaha

For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information.

Variable Annuity

Annuitization Election of Options for NEA Valuebuilder® Future, Select and Multi-Flex

For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information.

Fixed Annuity | Fixed Index Annuity | Variable Annuity | Mutual Fund

Annuitization for Annuity Contract

For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information.

Fixed Annuity

Annuitization for Fixed Annuity

For annuitizing your contract, designating Annuity Life and Non-Life options and Secondary Payee information. Select your investment basis, method and frequency of the payout, and tax withholding information.

Fixed Index Annuity

Annuity Comparison for Annuity Contract

Complete one Annuity Comparison form for each annuity being replaced. Please complete all information. If a category does not apply, please mark as N/A. Any incomplete forms will be returned.
Fixed Annuity | Fixed Index Annuity | Variable Annuity

Annuity Contract Withdrawal Request

Use this form to request a one-time withdrawal from your annuity account. Further, this form should be used when proceeds from a Non-Qualified contract are being used to fund a Brokerage account.

Variable Annuity

Asset Reallocation AdvisorDesigns

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Complete the entire form.

Variable Annuity

Asset Reallocation EliteDesigns®

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options. Must be accompanied by the Fund Investment Options Sheet.

Variable Annuity | Mutual Fund

Asset Reallocation for AEA Valuebuilder® Program and NEA Valuebuilder® Variable Annuity TSA 403(b)

Use this form to automatically transfer account values to maintain a specific percentage allocation among your investment options.

Mutual Fund | Other

Asset Reallocation for Custodial Account

Use this form to automatically transfer account values to maintain a specific percentage allocation among your current and future investment options.

Product

Custom

Legacy Product

Other

Product type

Tax code

Account changes and requests