Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Pacific Life offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. Pacific Life partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Pacific Life specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

Empower your clients with confidence by leveraging Pacific Life’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

  • Individuals

    Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Pacific Life offers resources and products designed to meet your personal and family goals.

  • Employers

    Support your workforce with innovative employee benefits and retirement solutions. Pacific Life partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

  • Institutions

    Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Pacific Life specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

  • Financial Professionals & Brokers

    Empower your clients with confidence by leveraging Pacific Life’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

Pension Plan Annuitant Resource Center

Resources Directory

Find the answers to common annuity questions, including certificates, payments, taxes, and important life changes.

Forms

Use the forms below to make updates, request changes, or provide information related to your annuity.

Tax Forms

W‑8 BEN

Use this form to certify your non‑U.S. tax status for federal tax withholding purposes.

View Form 

W‑4P

Use this form to request federal tax withholding from your annuity payments.

View Form 

W‑4R

Use this form to request federal tax withholding on eligible rollover distributions.

View Form 

W-9

Use this form to certify your taxpayer identification number (TIN) for federal tax reporting purposes.

View Form 

Change Requests

Policy Change Request

Use this form to request updates to your personal or annuity information.

View Form 

Direct Deposit Request

Use this form to start, change, or update direct deposit for your annuity payments.

View Form 

Affidavits

Affidavit by Guardian

Use this form if a court‑appointed guardian is acting on behalf of a participant.

View Form 

Affidavit by Attorney in Fact

Use this form if someone is authorized to act on your behalf under a power of attorney.

View Form 

   

We're Here to Help

Pacific Life Insurance Company – Institutional Division

If you have questions, need help with a form, or would prefer to speak with someone directly, our team is here to support you.

Please reach out using the contact options below, and we’ll be glad to assist you.

 

Contact us directly at:
Contact us via mail:

Toll Free:
(833) 702-1617

Fax:
(469) 788-7137

Hours of Operation:
8:00 a.m. to 5:00 p.m.
Monday - Friday, Central Time

Regular Mail:
Pacific Life
PO Box 25189
Lehigh Valley, PA 18002-5189

Overnight Mail:
Pacific Life
1530 Valley Center Parkway
Bethlehem, PA 18017

 

Pacific Life refers to Pacific Life Insurance Company (Newport Beach, CA) and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York, and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

DB-1066-0626