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.
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, MA, MS, MT, NM, 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 |
