American Equity's Customer Service Forms 

American Equity is committed to excellent customer service and provides our clients and agents easy access to preview, download, or email the necessary forms for your annuity contract needs. We thank you for your business.

Form Name View Download Email
Application for Settlement Option Benefit
Beneficiary Claim Form - Deaths Occurring On or Before 12.31.19
Beneficiary Claim Form - Non-Qualified Account (i.e. other than IRAs)- Deaths Occurring On or After 01.01.20
Beneficiary Claim Form - Qualified Account (i.e. IRAs) - Death Occurring On or After 01.01.20
Certification of Trust Agreement
Change of Beneficiary
Election of Withholding
Electronic Funds Transfer (EFT)
Form A-4P, Request for Arizona Income Tax Withholding
Form AR4P, Arkansas Tax Withholding Form
Form CT-W4P, Connecticut Tax Withholding Form
Form G4P, Georgia Tax Withholding Form
Form IT-2104-P, New York Tax Withholding Form
Form MI W-4P, Withholding Certificate for Michigan Annuity Payments
Form NC-4P, North Carolina Tax Withholding Form
Information Update Request
Lifetime Income Benefit Rider Election Form
Lifetime Income Benefit Rider Reset Form
Lifetime Income Benefit Rider Termination Form
Lifetime Income Benefit Rider Wellbeing Request Form
Nursing Care Verification Form
Ownership Change
Partial Withdrawal Request
Pre-59 1/2 Distribution Request
Pre-Authorized Payments (PAC)
Qualified Charitable Distribution Form Instructions
Required Minimum Distribution Withdrawal Request
Restricted Beneficiary Payout Form
Roth Conversion
Systematic Withdrawal Request
Terminal Illness Verification
Transaction Authorization Request