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 Complete online
Immediate annuity application Print/download Complete online
State availability Print/download
State-Specific Forms
AR: Replacement Memorandum Print/download
AZ: MCA Free Look Waiver Print/download
AZ: MCA 10-day Free Look Waiver Print/download
CT: Tax Withholding Print/download
IA: MCA Free Look Waiver Print/download
IA: MCA 10-day Free Look Waiver Print/download
NJ: MCA Free Look Waiver Print/download
NJ: MCA 10-day Free Look Waiver Print/download
NV: Replacement Print/download
NV: Replacement Memorandum Print/download
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
Inherited Annuity Acknowledgment 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 in Agent Portal
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