Change of Beneficiary Form Instructions - American Equity 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Contract Number(s) in the designated field. This is essential for identifying your specific annuity contract.
3. Fill in the Patient’s Name, including Prefix, First Name, Middle Name, Last Name, and Suffix. Ensure that all names are spelled correctly to avoid any processing delays.
4. Provide the Date of Birth for the patient. This information is crucial for verification purposes.
5. In Section 3, describe the Type of terminal illness clearly and provide both the Original date of diagnosis and the Date on which diagnosis was deemed terminal.
6. Section 4 requires a Physician's Certification. The physician must sign and print their name, along with providing their phone number and date. Ensure that all statements are accurate as per medical standards.

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