Forms

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.

Single Premium Fixed Annuities
(available in AL, AZ, AR, 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

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