Administrative change form 2026

1. Click ‘Get Form’ to open the administrative change form in our editor.
2. Begin by filling out the CLIENT INFORMATION section. Enter your name, account number(s), and SSN or Tax ID accurately.
3. If you are changing your name, complete the NAME CHANGE section. Indicate the reason for the change and provide your previous and new names. Remember to attach a copy of relevant identification.
4. For ADDRESS/TELEPHONE NUMBER CHANGE, select whether it’s a mailing, residence, or both. Fill in your new address and phone numbers as required.
5. In the SOCIAL SECURITY NUMBER OR DATE OF BIRTH CORRECTION section, provide both incorrect and correct details. Attach necessary documents like your Social Security card.
6. For NONQUALIFIED DEFERRED ANNUITY OWNERSHIP CHANGE, check the appropriate box and fill in details about the new owner or changes in ownership.
7. Choose your DELIVERY OPTION ELECTION by providing an email address if you prefer electronic delivery of documents.
8. Finally, sign and date the CLIENT APPROVAL section to certify that all information is accurate before submitting the form via fax or mail.

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