Annuitization/Income Option Election Form

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This is the Annuitization/Income Option Election Form. If needed, please complete and submit the form.

Annuitization/Income Option Election Form

Before completing this form, please know that this form is not to be used:

Beneficiary designation(s) on the life/annuity contract will carry forward to the income payout arrangement. Please review and update as needed.
Pacific Guardian Life does not allow transfers between tax qualified accounts. If requested, the default action will be to send a check to the owner at the address of record.
Annuitizing is irreversible and you will not be able to change your arrangement. Please carefully consider the best option for your financial situation.
Income arrangements of $2,500 and greater per payment will require a notarized signature if not submitted to and signed by your servicing agent. Submissions directly made to a PGL office in person with proof of identification will not require notary.

Download & Print

Annuitization/Income Option Election Form

Complete

Using a blue or black ink pen

Submit in 1 of 3 Ways

Email: [email protected]

Fax: 1 (800) 946-1295

or Mail:
Pacific Guardian Life
Attn: Client Relations Department
1440 Kapiolani Blvd.,
Suite 1700
Honolulu, HI 96814