Prudential annuity ownership change form 2026

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  1. Click ‘Get Form’ to open the Prudential Annuity Ownership Change Form in the editor.
  2. Begin with Section 1, where you will input your Owner Information. Fill in your Annuity Number, Owner Name, and contact details. Ensure all information is accurate.
  3. If you're reporting an address change, complete Section 2 with the new address details. Select whether this applies to the Owner or Annuitant.
  4. For a name change, navigate to Section 3. Attach legal documentation and specify the reason for the name change.
  5. In Section 4, if changing ownership, provide details of the new owner and any necessary supporting documents as indicated.
  6. Complete Sections 5 through 10 based on your specific changes (e.g., Annuitant Change, Beneficiary Change).
  7. Finally, review Section 11 for signatures. Ensure all required parties sign and date where indicated before submitting.

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