Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÀÖ²¥´«Ã½ÊÓƵ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. ÀÖ²¥´«Ã½ÊÓƵ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÀÖ²¥´«Ã½ÊÓƵ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging ÀÖ²¥´«Ã½ÊÓƵ’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
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Individuals
Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÀÖ²¥´«Ã½ÊÓƵ offers resources and products designed to meet your personal and family goals.
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Employers
Support your workforce with innovative employee benefits and retirement solutions. ÀÖ²¥´«Ã½ÊÓƵ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
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Institutions
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÀÖ²¥´«Ã½ÊÓƵ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
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Financial Professionals & Brokers
Empower your clients with confidence by leveraging ÀÖ²¥´«Ã½ÊÓƵ’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
Pension Plan Annuitant ResourceÌýCenter
We're here for you
Whether you’re looking for answers to your questions, necessary forms, or process information, this site provides 24/7 support designed around your individual needs.
If you don't find what you need here, feel free to contact us!
Resources Directory
Find the answers to common annuity questions, including certificates, payments, taxes, and important life changes.
Forms
Use the forms below to make updates, request changes, or provide information related to your annuity.
| Tax Forms | |
|---|---|
W‑8 BEN Use this form to certify your non‑U.S. tax status for federal tax withholding purposes. | °Â‑4±Ê Use this form to request federal tax withholding from your annuity payments. |
°Â‑4¸é Use this form to request federal tax withholding on eligible rollover distributions. | W-9 Use this form to certify your taxpayer identification number (TIN) for federal tax reporting purposes. |
| Change Requests | |
|---|---|
Policy Change Request Use this form to request updates to your personal or annuity information. | Direct Deposit Request Use this form to start, change, or update direct deposit for your annuity payments. |
| Affidavits | |
|---|---|
Affidavit by Guardian Use this form if a court‑appointed guardian is acting on behalf of a participant. | Affidavit by Attorney in Fact Use this form if someone is authorized to act on your behalf under a power of attorney. |
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We're Here to Help
ÀÖ²¥´«Ã½ÊÓƵ – Institutional Division
If you have questions, need help with a form, or would prefer to speak with someone directly, our team is here to support you.
Please reach out using the contact options below, and we’ll be glad to assist you.
Contact us directly at: | Contact us via mail: |
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Toll Free: Fax: Hours of Operation: | Regular Mail: Overnight Mail: |
- Experience that works for you
- Personal Support, Delivered with Respect
- A Strong Foundation You Can Count On
Experience that works for you
For 85 years, we’ve helped people manage retirement income with clarity and precision. That experience shows up in the innovative ways in which we support you today, through reliable processes, clear information, and secure systems designed to make managing your annuity as simple as possible.
Personal support, delivered with respect
When you contact us, you’re supported by real people who take pride in helping individuals and not just processing requests. We’re committed to listening, answering your questions clearly, and providing thoughtful assistance every step of the way. With ÀÖ²¥´«Ã½ÊÓƵ, you’re never navigating your annuity alone.
A strong foundation you can count on
Your annuity is meant to provide lifelong retirement confidence. Backed by nearly 160 years of strength and stability, we’re built to confidently support that responsibility with the experience and financial discipline needed to deliver your benefits accurately and reliably, today and in the years ahead.
ÀÖ²¥´«Ã½ÊÓƵ refers to ÀÖ²¥´«Ã½ÊÓƵ (Newport Beach, CA) and its affiliates, including ÀÖ²¥´«Ã½ÊÓƵ & Annuity Company. Insurance products are issued by ÀÖ²¥´«Ã½ÊÓƵ in all states except New York, and in New York by ÀÖ²¥´«Ã½ÊÓƵ & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
DB-1066-0626