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Access forms and resources to make common account updates online. Simply download the form you need and complete it as instructed. Annuity Service Form. Ownership/Beneficiary Change Form for Income Annuities. Ownership/Beneficiary Change Form for Fixed and Variable Annuities. Annuitization Form.
Manage Your Annuity Policies Online. It’s never been easier to access the convenience of online account management. Review all your annuity details in one place, manage updates, and so much more by creating an online account.
A trusted partner in protecting clients’ financial futures since 1845, New York Life can help guide the financial decisions to achieve their retirement goals. Explore our best-in-class solutions.
Update your address, contact details and beneficiaries. Make automatic payments. Go green and reduce clutter by having documents delivered electronically. Check the value of your policies and investments. Download statements and tax documents.
Below is a list of commonly used service forms for policyholders. To view all available forms, visit our Literature search.
NYL Annuity Portal Login. Warning, this computer system is private and may be accessed only by authorized users. Data and programs in this system are confidential and proprietary to the system owner and may not be accessed without authorization.
Every client deserves the peace of mind that comes from guarantees offered by a company that earns the highest financial strength ratings among life insurers.*. After a lifetime of saving, help your clients feel confident in how they spend in retirement. Income Annuities.
Discover annuity resources that can help you build safe retirement portfolios that grow assets, generate income, protect wealth, and weather volatile markets. Advisor Login. Weekly Rates. New Business Checklists.
For information about our products, consultation on how to integrate annuities into your clients' retirement planning, or assistance with submitting a new annuity application, please contact our Sales desk. 888-474-7725. Mon-Fri 8:30am to 5:30pm EST. Meet your Sales team.
Solutions that offer flexibility. Give clients the income, flexibility, and security they want in one simple product, with the income generating power of a GLWB rider and the safety of a fixed deferred annuity.