Use this form to document a Guardian/Conservator that has been appointed by a court of law for the estate of the Ward, and the appointment has not been revoked. Must be on file with a received date within the last year to honor appointment and subsequent requests.
Trustee-Entity certification for existing annuity contracts
Use this form with the appropriate contract records change form when ownership of an existing contract is being transferred to a Trust or Entity. Also used to change Trustee information. Used with Non-Qualified contracts only.