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    • Annuities Pacific Life offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals.
      • Variable Annuities
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      • Fixed Annuities
      • Immediate Annuities
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    • Life Insurance Life insurance is most commonly used to help protect your family from any financial effects of your and/or your spouse's death. Protect your family's financial well-being with life insurance, which can pay a death benefit to help replace a lifetime of your loved one's lost earning potential.
      • Variable Universal Life Insurance
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      • Universal Life Insurance
    • Mutual Funds Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals.
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    • About Us Whether you’re protecting your loved ones or growing your assets, you’re highly invested in your financial future. And so are we. When you purchase life and retirement insurance, you’re buying a promise. A promise that today, tomorrow or ten years from now, we’ll be there. For more than 150 years, we’ve fulfilled that promise. Our clients trust Pacific Life to protect what matters most to them—their families, their businesses, their futures.
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    Home / Products / Annuities /
    • Annuities Forms keyboard_arrow_down Variable Annuities Fixed Indexed Annuities Fixed Annuities Immediate Annuities Deferred Income Annuities Annuities Forms

    Annuities Forms

    Contract Maintenance Download Form
    • Annuity Contract/Beneficiary Change Request
      W25065-23A
    • Disability Certification
      E25067-20B
    • Electronic Funds Transfer Request Form
      13322-21B
    • Fixed Indexed Products Annual Transfer Election Form
      90008-22B
    • New York Verification Form
      32075-20B
    • Post-Death Exchange Disclosure Form
      13289-22B
    • Power of Attorney Certification
      4778-21A
    • Preauthorized Investment Request
      13071-20B
    • Predetermined Beneficiary Payout Option
      13033-20D
    • Qualified Plan and 457(b) Plan Disclosure
      13076-20B
    • Request for Taxpayer ID Number
      W-9
    • Required Minimum Distribution Request
      E6031-23A
    • Rider and Asset Allocation Options Request
      W20045-22A
    • Simple IRA Employer Information
      13075-20B
    • Special Tax Information Notice
      402(f) Notice
    • Special Tax Information Notice Form
      W32070-21A
    • Tax-Sheltered Annuity Certification TSA/403(b)
      23046-20B
    • Telephone/Electronic Authorization
      13086-21A
    • Transfer/Exchange
      13030-21A
    • Transfers and Allocations
      W22012-21B
    • Trustee Certification and Disclosure
      13077-21A
    • Withdrawal Request for Compliant Withdrawals from GMWB Riders
      W13031-23A
    • Withdrawal Request for Fixed Annuities
      W50006-23A
    • Withdrawal Request for Variable Annuities
      W13122-23A
    • Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
      W-4R
    • Withholding Certificate for Pension or Annuity Payments
      W-4P

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