Documents you may need before investing
Investment agreements
Forms
Living Annuity forms
Change beneficiary - Living Annuity
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Change Beneficiary LA Plus
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Initial Investment - Living Annuity
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Initial Investment Living Annuity Plus
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Initial Investment Phase In - Living Annuity
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Living Annuity Income revision
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Switch - LA Plus
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Switch - Living Annuity
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Withdrawal - Living Annuity
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Withdrawal - Living Annuity Plus
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Complete a transaction
We no longer accept manual instruction forms for transactions that can be done digitally. Please log into your online profile to complete a transaction. If the transaction you would like to complete cannot be done digitally, please download the desired form from the list above and contact our Client Services team for submission details. We encourage you register for or log in to your online profile to transact.
Need help? Take a look at our quick-start tutorials to help you get started.
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