APPLICATIONS AND FORMS
Below are links to all of American Century plan 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.
Fixed Deferred Annuity
(Note: South Carolina has separate forms)
| Fixed deferred annuity application (all except SC) | Print/download | Complete online |
| Fixed deferred annuity application (for SC) | Print/download | Complete online |
| Fixed deferred annuity product summary | Print/download | |
| State availability | Print/download |
Immediate Annuity
(Note: South Carolina has separate forms)
| Immediate annuity application (MCA) | Print/download | Complete online |
| Immediate annuity application (MCA) (for SC) | Print/download | Complete online |
| Immediate annuity application | Print/download | Complete online |
| Immediate annuity application (for SC) | Print/download | Complete online |
| State availability | Print/download |
Annuity Service Forms
(for all available states)
| 1035 exchange, transfer, or rollover | Print/download | |
| Replacement form | 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 | |
| Inherited Annuity Acknowledgment | 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 Moved to the Agent Guide on the Resources page on the Agent Portal |
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 |
