Prudential Annuities Online Forms Library

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Prudential Annuities
Systematic Withdrawal Enrollment
Lit No: ORD 310002
Revised: 06/01/2018
Form ID: 855
Publish: 05/25/2018
Details
Prudential Annuities
Replacement Notice - UT
Lit No: ORD 04540 NAIC UT
Revised: 08/01/2011
Form ID: 6320
Publish: 10/31/2011
Details
Prudential Annuities
Transfer & Exchange
Variable Annuities
Lit No: ORD 203124
Revised: 02/01/2018
Form ID: 7250
Publish: 01/26/2018
Details
Prudential Annuities
Optional Administrative Programs
Lit No: ORD 03723
Revised: 12/01/2017
Form ID: 8890
Publish: 12/28/2017
Details
Prudential Annuities
Contract Situs Verification Form
Required when an Annuity will be issued in a Non-Resident State
Lit No: ORD 03734
Revised: 01/01/2018
Form ID: 8891
Publish: 01/26/2018
Details
Prudential Annuities
Information for Annuitites Issued or Delieved - CA
Lit No: ORD 03885
Revised: 12/01/2017
Form ID: 9890
Publish: 12/28/2017
Details
Prudential Annuities
Regulation 60 Authorization - NY
Premier Retirement, Premier Advisor & Premier Investment Series Variable Annuities
Lit No: ORD 201825 NY
Revised: 05/01/2018
Form ID: 10301
Publish: 04/27/2018
Details
Prudential Annuities
Annuity Change
Lit No: ORD 310051
Revised: 03/01/2018
Form ID: 11400
Publish: 03/23/2018
Details
Prudential Annuities
Replacement Notice - VA
Lit No: ORD 04540 NAIC VA
Revised: 08/01/2011
Form ID: 13219
Publish: 10/31/2011
Details
Prudential Annuities
Replacement Notice - NJ
Lit No: ORD 04540 NAIC NJ
Revised: 08/01/2011
Form ID: 13729
Publish: 10/31/2011
Details
Prudential Annuities
Replacement Notice - MD
Lit No: ORD 04540 NAIC MD
Revised: 08/01/2011
Form ID: 13730
Publish: 10/31/2011
Details
Prudential Annuities
Replacement Notice - CW
Lit No: ORD 04540 NAIC
Revised: 05/01/2017
Form ID: 13731
Publish: 05/22/2017
Details
Prudential Annuities
Replacement Notice - OK
Lit No: ORD 202311 OK
Revised: 05/01/2010
Form ID: 15735
Publish: 07/26/2011
Details
Prudential Annuities
Comparative Information for Proposed Insurance
Lit No: ORD 200642
Revised: 11/01/2010
Form ID: 16053
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - CA
Lit No: ORD 201006 CA
Revised: 05/01/2010
Form ID: 16055
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - FL
Lit No: ORD 202311 FL
Revised: 05/01/2010
Form ID: 16057
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - GA
Lit No: ORD 201006 GA
Revised: 05/01/2010
Form ID: 16058
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - IL
Lit No: ORD 201006 IL
Revised: 05/01/2010
Form ID: 16060
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - IN
Lit No: ORD 201006 IN
Revised: 05/01/2010
Form ID: 16061
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - KS Ext
Lit No: ORD 201006 KS EXT
Revised: 05/01/2010
Form ID: 16062
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - KS Int
Lit No: ORD 201006 KS INT
Revised: 05/01/2010
Form ID: 16063
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - MA
Lit No: ORD 201006 MA
Revised: 05/01/2010
Form ID: 16064
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - WY
Lit No: ORD 201006 WY
Revised: 02/01/2013
Form ID: 16073
Publish: 04/28/2013
Details
Prudential Annuities
Replacement Notice - WA
Lit No: ORD 201006 WA
Revised: 05/01/2010
Form ID: 16074
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - TN
Lit No: ORD 201006 TN
Revised: 05/01/2010
Form ID: 16075
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - SD
Lit No: ORD 202311 SD
Revised: 05/01/2010
Form ID: 16076
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - PA
Lit No: ORD 201006 PA
Revised: 05/01/2010
Form ID: 16078
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice for Life Insurance - NV
Lit No: ORD 201287 NV Life
Revised: 02/01/2012
Form ID: 16080
Publish: 04/30/2012
Details
Prudential Annuities
Replacement Notice - MN
Lit No: ORD 201006 MN
Revised: 05/01/2010
Form ID: 16083
Publish: 07/26/2011
Details
Prudential Annuities
Limited Power of Attorney - NY
Lit No: ORD 03915 NY
Revised: 04/01/2017
Form ID: 16456
Publish: 12/28/2017
Details
Prudential Annuities
Notification of Divorce and Division Instr - PDI
Lit No: ORD 207377
Revised: 01/01/2018
Form ID: 16458
Publish: 01/26/2018
Details
Prudential Annuities
Confidential Data Sheet Appoinment Application
Lit No: ORD 112175
Revised: 07/01/2016
Form ID: 16460
Publish: 07/20/2016
Details
Prudential Annuities
Electronic Funds Transfer
Lit No: ORD 78278
Revised: 01/01/2018
Form ID: 16462
Publish: 01/26/2018
Details
Prudential Annuities
Replacement Notice for Fixed Annuities - NV
Lit No: ORD 201287 NV FXD
Revised: 02/01/2012
Form ID: 16690
Publish: 04/30/2012
Details
Prudential Annuities
Replacement Notice - DE
Lit No: ORD 201006 DE
Revised: 05/01/2010
Form ID: 17907
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - ID
Lit No: ORD 201006 ID
Revised: 05/01/2010
Form ID: 17908
Publish: 07/26/2011
Details
Prudential Annuities
Replacement Notice - AZ, LA, NC
Lit No: ORD 202311 AZ, LA, NC
Revised: 05/01/2010
Form ID: 18083
Publish: 07/26/2011
Details
Prudential Annuities
Free Look (Right to Examine/Cancel)
Lit No: ORD 78285
Revised: 03/01/2018
Form ID: 19471
Publish: 03/23/2018
Details
Prudential Annuities
403(b) Employer/Plan-Authorization
Lit No: ORD 201570
Revised: 12/01/2017
Form ID: 19472
Publish: 12/28/2017
Details
Prudential Annuities
403(b) Salary Reduction
Lit No: ORD 03913
Revised: 04/01/2017
Form ID: 19473
Publish: 12/28/2017
Details
Prudential Annuities
403(b) Employer Information
Lit No: ORD 200748
Revised: 12/01/2017
Form ID: 19474
Publish: 12/28/2017
Details
Prudential Annuities
Change of BD/Representative Authorization
Lit No: ORD 201340
Revised: 01/01/2018
Form ID: 20246
Publish: 01/26/2018
Details
Prudential Annuities
Replacement Memorandum - AR
Lit No: ORD 202868
Revised: 03/01/2010
Form ID: 23019
Publish: 07/26/2011
Details
Prudential Annuities
Purchase Payment Receipt - AL
Lit No: ORD 202900 AL
Revised: 10/01/2010
Form ID: 23113
Publish: 07/26/2011
Details
Prudential Annuities
Request to Change 403b (TSA) to an IRA or Roth
Lit No: ORD 04002
Revised: 10/01/2015
Form ID: 23411
Publish: 07/27/2017
Details
Prudential Annuities
Beneficiary Continuation Option Allocation
Instruction
Lit No: ORD 04494
Revised: 05/01/2018
Form ID: 23629
Publish: 04/27/2018
Details
Prudential Annuities
Client Replacement Acknowledgement - FL
Lit No: ORD 201284 FL
Revised: 05/01/2010
Form ID: 23630
Publish: 07/26/2011
Details
Prudential Annuities
Date of Birth Certification
Lit No: ORD 99701
Revised: 08/01/2014
Form ID: 23642
Publish: 07/27/2017
Details
Prudential Annuities
Income Tax Withholding Election
for Life Insurance and Annuities
Lit No: ORD 98488
Revised: 03/01/2018
Form ID: 23643
Publish: 03/23/2018
Details
Prudential Annuities
Request for IRA Recharacterization
Lit No: ORD 99674
Revised: 10/01/2015
Form ID: 23644
Publish: 07/27/2017
Details
Prudential Annuities
USA PATRIOT Act ID Verification
Lit No: ORD 99740
Revised: 02/01/2011
Form ID: 23645
Publish: 07/27/2017
Details
Prudential Annuities
Addendum for Roth IRA
Transfer, Rollover or Conversion
Lit No: ORD 203127
Revised: 01/01/2018
Form ID: 23646
Publish: 01/29/2018
Details
Prudential Annuities
Replacement Notice - HI
Lit No: ORD 04540 NAIC HI
Revised: 08/01/2011
Form ID: 23656
Publish: 10/31/2011
Details
Prudential Annuities
Replacement Notice - NH
Lit No: ORD 04540 NAIC NH
Revised: 08/01/2011
Form ID: 23657
Publish: 10/31/2011
Details
Prudential Annuities
Replacement Notice - VA
Lit No: ORD 04540 NAIC PICA VA
Revised: 08/01/2011
Form ID: 23658
Publish: 10/31/2011
Details
Prudential Annuities
Authorization to Release Annuity Contract Info
Lit No: ORD 99705
Revised: 10/01/2015
Form ID: 23690
Publish: 07/27/2017
Details
Prudential Annuities
SEP Plan Information
Lit No: ORD 202663
Revised: 01/01/2018
Form ID: 23692
Publish: 01/26/2018
Details
Prudential Annuities
Addendum for Beneficiary Ann Transfer or Exchange
Lit No: ORD 203125
Revised: 03/01/2018
Form ID: 23693
Publish: 03/23/2018
Details
Prudential Annuities
Beneficiary Continuation Option Election
Lit No: ORD 04409
Revised: 03/01/2018
Form ID: 23695
Publish: 03/23/2018
Details
Prudential Annuities
Investment Advisor Application
Lit No: ORD 203091
Revised: 05/01/2017
Form ID: 23696
Publish: 04/28/2017
Details
Prudential Annuities
Variable Annuities Application Waiver
Lit No: ORD 78293
Revised: 07/01/2013
Form ID: 23702
Publish: 07/27/2017
Details
Prudential Annuities
Investment Advisor Authorization
Premier Advisor
Lit No: ORD 203092
Revised: 06/01/2017
Form ID: 24067
Publish: 07/28/2017
Details
Prudential Annuities
Request For Dollar Cost Averaging Enrollment
Or Change
Lit No: ORD 78275
Revised: 05/01/2018
Form ID: 24324
Publish: 04/27/2018
Details
Prudential Annuities
Beneficiary and Predetermined Payout Election
Lit No: ORD 04397
Revised: 03/01/2018
Form ID: 24325
Publish: 03/23/2018
Details
Prudential Annuities
Custodial Election of Optional Living Benefits -CW
Lit No: ORD 202682
Revised: 05/01/2018
Form ID: 24326
Publish: 04/27/2018
Details
Prudential Annuities
Election of Optional Living Benefits - CW
For use with Prudential Premier
Lit No: ORD 202540
Revised: 05/01/2018
Form ID: 24327
Publish: 04/27/2018
Details
Prudential Annuities
Election of Optional Living Benefits - NY
For use with Prudential Premier
Lit No: ORD 202540 NY
Revised: 05/01/2018
Form ID: 24329
Publish: 04/27/2018
Details
Prudential Annuities
Fraud Warning - PA
Lit No: ORD 203184 PA
Revised: 02/01/2010
Form ID: 24428
Publish: 07/26/2011
Details
Prudential Annuities
Notification of Collateral Assignment
Lit No: ORD 203464
Revised: 10/01/2015
Form ID: 25013
Publish: 07/27/2017
Details
Prudential Annuities
Important Tax Information
Lit No: ORD 98495
Revised: 03/01/2018
Form ID: 25492
Publish: 03/23/2018
Details
Prudential Annuities
Customer Information
for Annuity Purchases
Lit No: ORD 97185
Revised: 04/01/2018
Form ID: 25913
Publish: 05/14/2018
Details
Prudential Annuities
Subsuquent Payment Allocation Instruction Premier
Lit No: ORD 03679
Revised: 05/01/2018
Form ID: 25919
Publish: 04/27/2018
Details
Prudential Annuities
Income Appreciator Benefit Activation and Payout
Request
Lit No: ORD 202718
Revised: 05/01/2018
Form ID: 25923
Publish: 04/27/2018
Details
Prudential Annuities
Request for Auto-Rebalancing
Lit No: ORD 78274
Revised: 05/01/2018
Form ID: 25925
Publish: 04/27/2018
Details
Prudential Annuities
Request for Investment Option Transfer
Lit No: ORD 78277
Revised: 05/01/2018
Form ID: 25926
Publish: 04/27/2018
Details
Prudential Annuities
Request for Purchase Payment Allocation
Lit No: ORD 78281
Revised: 05/01/2018
Form ID: 25928
Publish: 04/27/2018
Details
Prudential Annuities
Confirmation of Sales Material
Lit No: ORD 202719
Revised: 03/01/2018
Form ID: 26327
Publish: 04/27/2018
Details
Prudential Annuities
Request to Change Annuity Date Beyond Age 70 1/2
Lit No: ORD 89653
Revised: 03/01/2018
Form ID: 26339
Publish: 03/23/2018
Details
Prudential Annuities
Owner/Joint Owner Authorization for Annuity
Contracts
Lit No: ORD 98480
Revised: 03/01/2018
Form ID: 26383
Publish: 03/23/2018
Details
Prudential Annuities
Required Disclosure Statement - MA
on the Waiver of Surrender Charges for Early Withdrawal of Annuity Proceeds in the Event of Terminal Illness
Lit No: ORD 99693
Revised: 04/01/2011
Form ID: 26385
Publish: 07/26/2011
Details
Prudential Annuities
Rqst for Election of the 90% Cap Rule Feature - CW
Lit No: ORD 202716
Revised: 10/01/2015
Form ID: 26391
Publish: 10/20/2015
Details
Prudential Annuities
Rqst for Election of the 90% Cap Rule Feature - NY
Lit No: ORD 202716 NY
Revised: 10/01/2015
Form ID: 26392
Publish: 10/20/2015
Details
Prudential Annuities
Disclosure for Annuity Sales to Active Duty
Military Service Members
Lit No: ORD 202913
Revised: 03/01/2018
Form ID: 26393
Publish: 03/23/2018
Details
Prudential Annuities
Confirmation of Existing Coverage
Lit No: ORD 203873
Revised: 03/01/2018
Form ID: 26429
Publish: 03/23/2018
Details
Prudential Annuities
Certificate of Entity Ownership for Trusts Only
Lit No: ORD 206150
Revised: 01/01/2018
Form ID: 31586
Publish: 01/26/2018
Details
Prudential Annuities
NY Reg 60 Packet - Defined Income VA
Lit No: ORD 206766 NY
Revised: 05/01/2018
Form ID: 31807
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - OR
Lit No: ORD 206386 OR
Revised: 05/01/2018
Form ID: 31808
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - FL
Lit No: ORD 206386 FL
Revised: 05/01/2018
Form ID: 31809
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - PA
Lit No: ORD 206386 PA
Revised: 05/01/2018
Form ID: 31810
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - NV
Lit No: ORD 206386 NV
Revised: 05/01/2018
Form ID: 31811
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - MD
Lit No: ORD 206386 MD
Revised: 05/01/2018
Form ID: 31812
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - AZ
Lit No: ORD 206386 AZ
Revised: 05/01/2018
Form ID: 31813
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - AK
Lit No: ORD 206386 AK
Revised: 05/01/2018
Form ID: 31814
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - WA
Lit No: ORD 206386 WA
Revised: 05/01/2018
Form ID: 31815
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - VA
Lit No: ORD 206386 VA
Revised: 05/01/2018
Form ID: 31816
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - UT
Lit No: ORD 206386 UT
Revised: 05/01/2018
Form ID: 31817
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - TX
Lit No: ORD 206386 TX
Revised: 05/01/2018
Form ID: 31818
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - NY
Lit No: ORD 206386 NY
Revised: 05/01/2018
Form ID: 31819
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - CW
Lit No: ORD 206386
Revised: 05/01/2018
Form ID: 31820
Publish: 04/27/2018
Details
Prudential Annuities
Systematic Withdrawal Enrollment-Defined Income VA
Lit No: ORD 207208
Revised: 05/01/2018
Form ID: 31821
Publish: 04/27/2018
Details
Prudential Annuities
Request for Withdrawal 403b TSA-Defined Income VA
Lit No: ORD 207214
Revised: 05/01/2018
Form ID: 31822
Publish: 04/27/2018
Details
Prudential Annuities
Request for Subst Equal Periodic Pymts NonQual-PDI
Under IRC Sct 72(q)
Lit No: ORD 207220
Revised: 05/01/2018
Form ID: 31823
Publish: 04/27/2018
Details
Prudential Annuities
Request for Sub Equal PP (Qual)-Defined Income VA
Request for Substantially Equal Periodic Payments Under IRC Section 72(t)(Qualified)
Lit No: ORD 207217
Revised: 05/01/2018
Form ID: 31824
Publish: 04/27/2018
Details
Prudential Annuities
Request for Partial Withdrawal - Defined Income VA
Lit No: ORD 207211
Revised: 02/01/2018
Form ID: 31825
Publish: 02/09/2018
Details
Prudential Annuities
NY Reg 60 Packet - Defined Income VA
Prudential Defined Income Variable Annuity
Lit No: ORD 206387 NY
Revised: 05/01/2018
Form ID: 31826
Publish: 04/27/2018
Details
Prudential Annuities
Certificate of Entity Ownership for ESP
Employer Sponsored Plan
Lit No: ORD 206903
Revised: 05/01/2018
Form ID: 32357
Publish: 04/27/2018
Details
Prudential Annuities
Policy Disclosure Form - RI
Lit No: ORD 96182 RI
Revised: 01/01/2018
Form ID: 32856
Publish: 01/26/2018
Details
Prudential Annuities
Important Information For Annuities - CA
Lit No: ORD 206581 CA
Revised: 03/01/2018
Form ID: 32987
Publish: 03/23/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - CA
Lit No: ORD 206386 CA
Revised: 05/01/2018
Form ID: 32988
Publish: 04/27/2018
Details
Prudential Annuities
Electronic Funds Transfer (EFT) Enrollment Form
Lit No: ORD 207206
Revised: 01/01/2018
Form ID: 33514
Publish: 01/26/2018
Details
Prudential Annuities
Replacement Notice - CT
Lit No: ORD 04540 NAIC CT
Revised: 07/01/2013
Form ID: 33596
Publish: 07/25/2013
Details
Prudential Annuities
Request for Required Minimum Distribution - PDI
Lit No: ORD 207378
Revised: 05/01/2018
Form ID: 34218
Publish: 04/27/2018
Details
Prudential Annuities
Medically Related Surrender Request - PDI
Lit No: ORD 207379
Revised: 05/01/2018
Form ID: 34219
Publish: 04/27/2018
Details
Prudential Annuities
Agent Data
Lit No: ORD 200876
Revised: 07/01/2016
Form ID: 34546
Publish: 07/20/2016
Details
Prudential Annuities
Election Optional Daily Lifetime Income v3.0-CW
Not for use in NY. Election of an Optional Daily Lifetime Income v3.0 (HDI v3.0). For use with Premier Ret VA B, L, C Series Premier Adv VA.
Lit No: ORD 207878
Revised: 05/01/2018
Form ID: 35261
Publish: 04/27/2018
Details
Prudential Annuities
Election Optional Daily Lifetime Income v3.0-NY
Election of an Optional Daily Lifetime Income v3.0 (HDI v3.0). For use with Premier Ret VA B, L, C Series Premier Adv VA.
Lit No: ORD 207878 NY
Revised: 05/01/2018
Form ID: 35262
Publish: 04/27/2018
Details
Prudential Annuities
Cust Election Opt Highest Daily Lifetime Income-CW
Not for use in NY. Custodial Election of an Optional Highest Daily Lifetime Income. For use with Premier Ret VA B, L, C Series Premier Adv VA.
Lit No: ORD 207881
Revised: 05/01/2018
Form ID: 35263
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income VA App w/Buyers Guide - CW
Lit No: ORD 206386
Revised: 05/01/2018
Form ID: 37062
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - GA
Lit No: ORD 206386 GA
Revised: 05/01/2018
Form ID: 39372
Publish: 04/27/2018
Details
Prudential Annuities
Definition of Replacement - NY
Lit No: ORD 209505 NY
Revised: 04/01/2015
Form ID: 42170
Publish: 07/31/2015
Details
Prudential Annuities
Notice Replacement Or Change Ins or Annuities - NY
Lit No: ORD 209506 NY
Revised: 04/01/2015
Form ID: 42171
Publish: 07/31/2015
Details
Prudential Annuities
Defined Income VA Application - ID,MT,NJ
Lit No: ORD 206386 ID MT NJ
Revised: 05/01/2018
Form ID: 42443
Publish: 04/27/2018
Details
Prudential Annuities
Defined Income Variable Annuity Application - OH
Lit No: ORD 206386 OH
Revised: 05/01/2018
Form ID: 42447
Publish: 04/27/2018
Details
Prudential Annuities
Disclosure Statement & Authorization under Fair
Credit Reporting ACT.
Lit No: ORD 210150
Revised: 07/01/2016
Form ID: 50108
Publish: 07/27/2017
Details
Prudential Annuities
Medically Related Surrender Request
Lit No: ORD 310012
Revised: 06/01/2018
Form ID: 50731
Publish: 05/25/2018
Details
Prudential Annuities
ROTH IRA Ownership/Beneficiary Change
Lit No: ORD 97799
Revised: 02/01/2011
Form ID: 52187
Publish: 07/27/2017
Details
Prudential Annuities
Client Replacement Acknowledgement - AZ,LA,NC
Lit No: ORD 201284 AZ,LA,NC
Revised: 11/01/2017
Form ID: 59305
Publish: 01/26/2018
Details
Prudential Annuities
Policy Disclosure Form - FL
Lit No: ORD 96182 FL
Revised: 01/01/2018
Form ID: 59307
Publish: 01/26/2018
Details
Prudential Annuities
Notice Regardng Standards for Medi-Cal - CA
Lit No: ORD 203025 CA
Revised: 01/01/2018
Form ID: 59308
Publish: 01/26/2018
Details
Prudential Annuities
Purchase Payment Receipt - AL
Lit No: ORD 310035 AL
Revised: 01/01/2018
Form ID: 59309
Publish: 01/26/2018
Details
Prudential Annuities
Statement of Values - CA
Lit No: ORD 310041
Revised: 01/01/2018
Form ID: 59310
Publish: 01/26/2018
Details
Prudential Annuities
Annuity Withdrawal Request
Partial & Full Surrenders
Lit No: ORD 310042
Revised: 05/01/2018
Form ID: 59311
Publish: 04/27/2018
Details
Prudential Annuities
Systematic Withdrawal Enrollment
Lit No: ORD 310043
Revised: 05/01/2018
Form ID: 59312
Publish: 04/27/2018
Details
Prudential Annuities
Request for Required Minimum Distribution
Lit No: ORD 310004
Revised: 05/01/2018
Form ID: 59313
Publish: 04/27/2018
Details
Prudential Annuities
Request for Substantially Equal Periodic Pay
Under IRC Section 72(t) Qualified & 72(q)
Lit No: ORD 310045
Revised: 05/01/2018
Form ID: 59314
Publish: 04/27/2018
Details
Prudential Annuities
Notification of Divorce & Division Instructions
Lit No: ORD 310046
Revised: 05/01/2018
Form ID: 59315
Publish: 04/27/2018
Details
Prudential Annuities
Medically Related Surrender Request
Lit No: ORD 310048
Revised: 05/01/2018
Form ID: 59316
Publish: 04/27/2018
Details
Prudential Annuities
Owner Authorization
Lit No: ORD 310049
Revised: 01/01/2018
Form ID: 59317
Publish: 01/26/2018
Details
Prudential Annuities
Authorization - Custodian
Lit No: ORD 310050
Revised: 06/01/2018
Form ID: 59318
Publish: 06/22/2018
Details
Prudential Annuities
Request to Change Payment
Date for Substantially Equal Periodic Payment Progrma Under IRC
Lit No: ORD 310054
Revised: 03/01/2018
Form ID: 59319
Publish: 03/23/2018
Details
Prudential Annuities
Living Children Disclosure
Lit No: ORD 310055
Revised: 03/01/2018
Form ID: 59320
Publish: 03/23/2018
Details
Prudential Annuities
Request for Required Distribution Beneficiary
Lit No: ORD 310053
Revised: 03/01/2018
Form ID: 60121
Publish: 03/23/2018
Details
Prudential Annuities
Authorization to Convert from Trad IRA to Roth IRA
Lit No: ORD 310057
Revised: 03/01/2018
Form ID: 60122
Publish: 03/23/2018
Details
Prudential Annuities
Request for Partial or Full Withdrawal from Claim
Settlement Certificate
Lit No: ORD 310077
Revised: 03/01/2018
Form ID: 61035
Publish: 03/23/2018
Details
Prudential Annuities
Trust Authorization
Lit No: ORD 310066
Revised: 03/01/2018
Form ID: 61036
Publish: 03/23/2018
Details
Prudential Annuities
Request for Substantially Equal Periodic Payments
Lit No: ORD 310059
Revised: 01/01/2018
Form ID: 61801
Publish: 05/08/2018
Details
Prudential Annuities
Annuitization
Lit No: ORD 310078
Revised: 06/01/2018
Form ID: 62292
Publish: 06/22/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Country Financial
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB --NEW--
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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