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Transfer of Ownership - 10136 - AAA Life Insurance Company

Transfer of Ownership - 10136 - AAA Life Insurance Company 2026

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The document is an Annuity Ownership Change Form used to request a change in ownership of an annuity contract. It includes sections for current and new owner details, signature rules, general instructions, and compliance with the USA PATRIOT ACT. The form requires personal information from both current and new owners, including legal names, contact information, and identification numbers. It also outlines necessary signatures based on the type of owner and emphasizes that changing ownership does not affect existing beneficiary designations.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the Contract Number and Annuitant Name at the top of the form.
In the 'Current Owner(s) Details' section, fill in the legal names and phone numbers of all current owners. If there is a joint owner, include their information as well.
Proceed to the 'New Owner(s) Details' section. Enter the new owner's legal name, date of birth or trust date, and Social Security or Tax ID number. If applicable, provide details for a trustee.
If there is a new joint owner, repeat step 4 for their details.
Ensure all signatures are completed in the designated areas by both current and new owners. Remember to include dates next to each signature.
Review all entries for accuracy before submitting your form through our platform.

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