Retirement Cornerstone annuity forms 2026

1. Click ‘Get Form’ to open the Retirement Cornerstone annuity form in the editor.
2. Begin by filling out the 'Type of Request' section. Indicate whether you are requesting a name change, address change, ownership change, beneficiary change, or successor owner change by checking the appropriate box.
3. In the 'Owner’s Information' section, provide your certificate/contract number, full name, taxpayer identification number (SSN or TIN), daytime phone number, and email address. If applicable, include joint owner details.
4. For a name change request, complete the 'Name Change or Correction' section. Clearly print both your former and new names and provide a reason for the change along with any required legal documentation.
5. If changing your address, fill in the 'Address Change' section with your new address details. Ensure all fields are completed accurately.
6. For ownership changes, complete Section 5 with information about the new owner including their name, address, and taxpayer identification number.
7. In Section 6 for beneficiary changes, list primary and contingent beneficiaries along with their respective percentages and contact information.
8. Finally, review all sections for accuracy before signing in Section 9. Ensure that all required signatures are obtained as specified.

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