Forms

Eagle Life's Customer Service Forms

Eagle Life is committed to excellent 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
Additional Beneficiary Form
Application for Settlement Option Benefit
Authorization to Release Information
Beneficiary Claim Form - Deaths Occurring On or Before 12.31.19
Beneficiary Claim Form - Non-Qualified Account (i.e. other than IRAs)- Deaths Occurring On or After 01.01.20
Beneficiary Claim Form - Qualified Account (i.e. IRAs) - Death Occurring On or After 01.01.20
Beneficiary Claim Form Guide - Deaths Occurring On or Before 12.31.19
Certification of Trust Agreement
Change of Beneficiary
Election of Withholding
Electronic Funds Transfer (EFT)
Form A-4P, Request for Arizona Income Tax Withholding
Form AR4P, Arkansas Tax Withholding Form
Form CT-W4P, Connecticut Tax Withholding Form
Form G4P, Georgia Tax Withholding Form
Form IT-2104-P, New York Tax Withholding Form
Form MI W-4P, Request for Michigan Tax Withholding Form
Form NC-4P, North Carolina Tax Withholding Form
Form W-8BEN, IRS Certificate of Foreign Status of Beneficial Owner
Information Update Request
Lifetime Income Benefit Rider Election Form
Lifetime Income Benefit Rider Termination Form
Ownership Change
Partial Withdrawal Request
Pre-Authorized Payments (PAC)
Qualified Care Facility Verification Form
Qualified Charitable Distributions Form Instructions
Required Minimum Distribution Withdrawal Request
Roth Conversion
Systematic Withdrawal Request
Terminal Condition Verification
Transfer of Values Authorization Form
W-9