Beneficiary or ownership changes
Use carrier-approved forms and identity controls for changes that affect contract ownership or beneficiaries.
Guardian Life & Wealth
Annuity service
Annuity forms and claim support
Organize common service needs such as beneficiary changes, ownership updates, tax elections, and death claims.
Annuity serviceAnnuity forms and claim support
Common requests
Tax withholding elections
Federal and state withholding instructions should use the current carrier form and tax rules.
Death claim
Start a claim with the issuing carrier and collect only the information needed for the claim stage.
Contract copy or account service
Request documents and non-financial changes through authenticated servicing when available.
Important information
This page does not substitute for carrier-approved forms. Production servicing must present the current issuing-carrier documents and instructions.