Forms

APPLICATIONS AND FORMS

Below are links to all of American Century plansĀ applications and forms.
You can download the forms or, for some forms, complete & submit online.

Single Premium Fixed Annuities (for all states)
(available in AL, AZ, AR, DC, GA, IL, IN, KY, OH, PA, TN, TX, UT)

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
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

Logo- no background