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.
Company Information
| Company overview | Print/download | |
| State availability | Print/download |
Fixed Deferred Annuity
Please check on the agent portal that no state specific forms are required.
| Fixed deferred annuity application | Print/Download | In Agent Portal |
| Fixed deferred annuity product summary | Print/download |
Immediate Annuity
Please check on the agent portal that no state specific forms are required.
| Immediate annuity application (MCA) | Print/Download | In Agent Portal |
| Immediate annuity application | Print/Download | In Agent Portal |
| Immediate annuity (MCA) product summary | Print/download |
Annuity Service Forms
| 1035 exchange, transfer, or rollover | Print/download | |
| Replacement form | Print/download | |
| Withdrawal request | Print/download | Complete online |
| RMD request | Print/download | |
| Bank verification/voided check | Print/download | |
| Annuity claim | Print/download | |
| Annuity distributions 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 |
