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Electronic Funds Transfer (EFT) Annuities

Questions? Go to or call 1 of 3028580401 Electronic Funds Transfer (EFT) AnnuitiesUse this form to set up or modify a way to Transfer Funds between your annuity contract and your bank account, and also to update EFT instructions for an existing Systematic Withdrawal, Income Payments, or Annuity Builder Program. Do NOT use for non-annuity accounts such as Fidelity IRA or Retirement Plans (Keogh). Type on screen or print out and fill in. For best results, use CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant page. Helpful to Know To set up or replace EFT instructions on more than one annuity, use a separate form for each contract.

Electronic Funds Transfer (EFT) – Annuities Use this form to set up or modify a way to transfer funds between your annuity contract and your bank account, and also to update EFT instructions for an existing Systematic Withdrawal, Income Payments, or Annuity Builder Program.

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