Annuity FAQs - Ownership

How can I change the ownership of my annuity contract?

NOTE: Before making any ownership change on your annuity contract, please consult your tax advisor or attorney to review any tax or legal consequences from the change. Most ownership changes will result in a taxable event to the current owner.

Complete the Change of Ownership section of an Annuity Change Request Form and mail the completed and signed form to our Customer Service Center . The new owner must also sign the form and provide photo identification.

We will send confirmation of the ownership change to both the old and new owner's at their address of record.