Service Forms
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.
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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.
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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.
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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.
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Annuity Comparison for Annuity Contract
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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.
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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.
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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.
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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.
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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.
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