Forms

Customer Service Forms

American Equity of New York is committed to provide superior customer service and provides our clients and representatives easy access to preview, download, or email the necessary forms for your annuity contract needs. We thank you for your business.

Form Name View Download Email
Application for Settlement Option Benefits
Certification of Trust Agreement
Change of Beneficiary
Election of Withholding
Electronic Funds Transfer (EFT)
Information Update Request
Nursing Care Verification
Ownership Change
Partial Withdrawal Request
Pre-Authorized Payments (PAC)
Required Minimum Distribution Withdrawal Request
Roth Conversion
Systematic Withdrawal Request
Terminal Illness Verification
W9