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.
You can download the forms or, for some forms, complete & submit online.
Single Premium Fixed Annuities
(available in AL, AZ, AR, 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
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 |