APPLICATIONS AND FORMS
Below are links to all of American Century plans applications and forms.
You can download the forms or, for some forms, complete & submit online.
You can download the forms or, for some forms, complete & submit online.
Single Premium Fixed Annuity Applications
(for the states of AL, AK, AZ, AR, DC, GA, ID, IL, IN, KY, LA, MA, MD, MO, MS, MT,
NH, ND, NM, OH, PA, RI, TN, TX, UT, VT, WV, WY)
| Single premium deferred annuity application | Print/download | Complete online |
| Single premium immediate annuity application | Print/download | Complete online |
| Single premium immediate annuity application (MCA) | Print/download | Complete online |
Single Premium Fixed Annuity Applications
(for SC)
| Single premium deferred annuity application | Print/download | Complete online |
| Single premium immediate annuity application | Print/download | Complete online |
| Single premium immediate annuity application (MCA) | Print/download | Complete online |
Annuity Service Forms
(for all available states)
| 1035 exchange, transfer, or rollover | Print/download | |
| Withdrawal request | Print/download | Complete online |
| RMD request | Print/download | Complete online |
| Annuity claim | Print/download | |
| Annuity distributions – bank account change | Print/download |
State Specific Forms
| Arkansas Repalcement Memorandum | Print/download |
Annuity Related Agent Forms
| Buyer’s guide to fixed deferred annuities | Print/download |
| Annuity Suitability Form | Print/download |
| Form PTE 84-24 (for agents only) | Print/download |
| Transfer out requirements | Print/download |
| Advertising guidelines for agents | Print/download |
Policy Changes
| Change in policy owner or beneficiary | Print/download |
| Policy cancellation | Print/download |
| Life insurance – bank draft or credit card authorization | Print/download |
Policy Reinstatement Request
| Release of medical records (required with all reinstatement forms) | Print/download |
| For application forms L-222, Term 5R | Print/download |
| For application form L-222A | Print/download |
| For application form L-222J – Preferred and Standard | Print/download |
| For application form L-222J – Modified | Print/download |
| For application form Term | Print/download |
| For application form L-222B | Print/download |
| For application form JT25 | Print/download |
Claim Related Forms
| Annuity claim | Print/download |
| Life insurance claim | Print/download |
| Affidavit of lost policy | Print/download |
| Release of medical records | Print/download |
| Affidavit of next of kin | Print/download |
