Annuity FAQs - Ownership
How can I change the ownership of my annuity contract?
NOTE: Before making any ownership change on your annuity contract, please
consult your tax advisor or attorney to review any tax or legal consequences
from the change. Most ownership changes will result in a taxable event to the
Complete the Change of Ownership section of an
Annuity Change Request Form and mail the completed and signed form to
our Customer Service Center
. The new owner must also sign the form and provide photo identification.
We will send confirmation of the ownership change to both the old and new
owner's at their address of record.