Annuity Forms

• Beneficiary Distribution Form Set - Used to request a distribution as a beneficiary OR as an alternate payee under a qualified domestic relations order (includes Federal Withholding form).
• Distribution Package - Used to request payout of funds (includes Distribution Form, Spousal Consent Form, Federal Withholding Form, and a Notice of Retirement Annuity Benefits)
• Federal Withholding Form - Used to declare funds to be withheld for Federal Income Tax.
• Notice of Retirement Benefits Form - Used to request distribution of funds at your retirement
• Rollover IN Form - Used to rollover funds into another account.
• Spousal Consent Form - Used to insure your spouse agrees to the change.
• Annuity Disability Exam Report - Medical Report form for physician when claiming disability to withdraw funds from your Annuity account.
• Annuity Withholding (W-4P) Form
• Annuity Loan Package - Used to request an hardship loan against your Annuity.  Includes an overview of what loans are permitted, the Loan Application, Spousal Consent, Federal Withholding, Affidavit, Vehicle Purchase Agreement, Property Purchase Agreement forms.

Requesting an Annuity Plan Distribution due to:

• The Death of a Member
• A Member's Retirement or Disability
  

• the name of the member(s),
• address information,
• account number(s),
• other information

Annuity Trust QDRO Model Document - If you need a model document for a QDRO against a member's Annuity, click here.
Annuity Trust QDRO with Child Support Model Document - If you need a model document for a QDRO with Child support against a member's Annuity, click here.

There is also a Model for Pension Trust QDRO that can be downloaded from the Pension Forms Web Page.