Life Goals
Products

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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.
- 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.
- For Institutions Whether you’re looking for a de-risking strategy for your company’s pension plan, want to provide financial security to your retirees, or looking for a strong investing partner, Pacific Life has the solutions and experience to help you succeed.
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- Workforce Benefits Pacific Life is revolutionizing employee benefits by empowering you with a premier, comprehensive, friction-free, digitally native experience.
- Additional Solutions
Insights
About Us

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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.

Annuities Forms

Contract Maintenance Download Form

Annuity Contract/Beneficiary Change Request
W25065-23B
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
13289-23A
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
E6031-23B
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
W50006-23B
Withdrawal Request for Variable Annuities
W13122-23B
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
W-4R
Withholding Certificate for Pension or Annuity Payments
W-4P