Simplifying the service process
We believe the process of protecting a portion of one’s retirement nest egg doesn’t have to be complicated. Below we’ve compiled the most common American Century new business and policyowner forms for you to access as needed. Have completed forms you need to remit? Use the button below to submit them instantly for processing.
Fixed Deferred Annuity
(Note: Please check if your state has a state-specific form)
| Fixed deferred annuity application | Print/download | Complete online |
| Fixed deferred annuity product summary | Print/download | |
| State availability | Print/download |
Immediate Annuity
(Note: Please check if your state has a state-specific form)
| Immediate annuity application (MCA) | Print/download | in agent portal |
| Immediate annuity application | Print/download | in agent portal |
| State availability | Print/download | |
| Immediate annuity (MCA) product summary | Print/download |
State-Specific Forms
| AR: Replacement Memorandum | in agent portal | |
| CT: Tax Withholding | in agent portal | |
| FL: MCA application | in agent portal | |
| FL: SPDA application | Coming soon | |
| NJ: Replacement | in agent portal | |
| NV: Replacement | in agent portal | |
| NV: Replacement Memorandum | in agent portal | |
| SC: Fixed deferred annuity application | Print/download | |
| SC: Immediate annuity application (MCA) | Print/download | |
| SC: Immediate annuity application | 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 |
Policy Changes
| Change in policy owner or beneficiary | Print/download |
| Policy cancellation | Print/download |
Claim-Related Forms
| Annuity claim | Print/download |
| Affidavit of lost policy | Print/download |
| Release of medical records | Print/download |
| Affidavit of next of kin | Print/download |
