APPLICATIONS AND FORMS
Below are links to all of American Century planĀ 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 |