Forms

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
Change of Beneficiary
Election of Withholding
Electronic Funds Transfer (EFT)
Form A-4P, Request for Arizona Income Tax Withholding
Form MI W-4P, Withholding Certificate for Michigan Annuity Payments
Information Update Request
Lifetime Income Benefit Rider Reset Form
Lifetime Income Benefit Rider Termination Form
Lifetime Income Benefit Rider Wellbeing Request Form
Ownership Change
Partial Withdrawal Request
Pre-Authorized Payments (PAC)
Qualified Charitable Distribution Form Instructions
Required Minimum Distribution Withdrawal Request
Roth Conversion
Systematic Withdrawal Request
W-9