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Browse Genworth’s collection of annuity forms below. Once you locate the appropriate annuity form, download and complete in full. Once you’ve printed it out, please sign and return it to the address found directly on the annuity form. If you have not already done so, please download Adobe Reader ® to view the forms.
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These are the top three most downloaded annuity forms. We've listed them here for your convenience. If the form you are looking for is not one of these three, all other annuity forms are listed on this page, below.
Genworth's annuity forms will assist you with making changes to your contract. These forms will help you conduct annuity authorizations, requests, name/address change, naming a beneficiary and other updates to your deferred, variable and fixed index annuity contracts.
Use to request a change to the Servicing agent on your contract(s).Request ownership, payee or beneficiary changes on your annuity contract. Also update your address, notify us of any name changes, or add a third party to your contract.
Use this form to select income payment options and convert your deferred annuity to irrevocable payments. For fixed annuities only.
Complete a beneficiary change on a Structured Settlement. A guide to saving money when shopping for annuities. A guide to saving money when shopping for fixed annuities. A guide to saving money when shopping for annuities.Required to show signing authority for contracts owned by a Trust for Genworth Life and Annuity Insurance Company, Genworth Life Insurance Company and Genworth Life Insurance Company of New York.
Required to show signing authority for an Attorney-in-Fact acting under a Power of Attorney for the contract owner. For use with Life Insurance and Annuities only.
Request a duplicate copy of a lost or destroyed contract.Request annuity payments to be deposited directly into your bank account or to update bank account information for contracts currently having payments deposited via electronic funds transfer.
Request a Required Minimum Distribution from a fixed annuity.Request a single withdrawal from a fixed annuity or authorize future transactions to be requested over the telephone by you or an authorized family member.
Certify that all or the specified portion of your non-qualified immediate annuity payment will directly fund a LTCI policy.
Use this form to reallocate among the available Interest Crediting Strategies or select the Total Credit Option only.
Use this form to reallocate among the available Interest Crediting Strategies. Use this form to reallocate among the available Interest Crediting Strategies. Request an Income Advance or Early Advance on an immediate annuity contract. Use this form to exercise the commutation feature on a single premium immediate annuity. Restrict the payout option for any beneficiary of a variable annuity. Request a systematic or auto interest withdrawal from a fixed annuity. Designate the amount of state and federal taxes you want withheld from your annuity payments.Use this form to select income payment options and convert your deferred annuity to irrevocable payments. For variable annuities only.
Request a Required Minimum Distribution from a variable annuity. Request systematic withdrawals from a variable annuity contract.Request a single withdrawal from a variable annuity or authorize future transactions to be requested over the telephone by you or an authorized family member.
Use to request a transfer of current investments in your variable annuity contract. 206401C2D 05/04/23Aging & Long Term Care
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