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American Equity provides our clients and agents easy access to preview, download, or email the necessary forms for your annuity contract needs.
- Direct Deposit
Please complete all information and sign this form to...
- Direct Deposit
Welcome to American Equity's Client Resources page where you can find information about how to log into the Client Website and other resources.
Securing a financially independent future begins today with sound retirement planning and building a dependable source for lifetime income.
Please complete all information and sign this form to authorize recurring direct deposit payments to the bank account you designate below. If you wish to replace your current direct deposit instructions with new direct deposit instructions, please fill out this form as a new request.
Annuity Beneficiary Claim Instructions. Please print all information in BLACK INK. se note: We reserve the right to request addi. Requirements for ALL Beneficiary Claims. ° Beneficiary Claim Form 018008 - Each beneficiary must submit a claim form. Forms can be returned by fax, mail or e-mail.
Forms 1099-R and 5498. An American-owned and operated company, American Equity Investment Life Insurance Company® is a leader in the fixed index annuities marketplace.
you elect not to withhold using Form AR4P. Connecticut residents: We are required to withhold state income tax from the taxable portion of your distribution on a full surrender.
