Account forms

Easily manage your account with online self-service options and forms.

Looking for your tax documents? Visit our tax center.

Find forms by product

We'll start with the most requested forms. Use the 'View all' button for a full list of forms.

Update beneficiary

Update a beneficiary or change their information for your policy.

Set up automatic premium payments

Add a new or modify an existing monthly Electronic Funds Transfer (EFT) premium payment arrangement.

Request to surrender your policy

Request to cancel your policy and receive the available cash surrender value, if applicable.

Request a change of ownership

Transfer ownership of your life insurance to a new individual or entity.

Update a name or relationship for a policy owner

Update the legal name of the policy owner or insured.

Reinstate a policy

Restore your policy after a lapse in coverage.

Request a policy loan

Access funds from your policy's cash value through a loan. Eligibility and interest charges may apply.

Manage policy payments

Update payment allocation or transfer funds between investment options.

Set up automated withdrawals

Start, update, or terminate a Systematic Withdrawal or Required Minimum Distribution (RMD) program. 

Change your beneficiary

Change a beneficiary or update their information for your policy.

Request an account change

Request a name change, update ownership, annuitant, or change your broker dealer, firm, or representative.

Request a one-time withdrawal

Take a one-time withdrawal from your Prudential contract.

*For 403(b) Tax Sheltered Annuity (TSA) contracts, please utilize the Annuity 403(b) withdrawal form.

Set up automated withdrawals for your FlexGuard Income account

Start, update, or terminate an automatic withdrawal for your FlexGuard Income Annuity.

Request a withdrawal from a claim

Request partial or full surrenders from annuity payout or interest payment option contracts.

Adjust income tax withholdings

Update your tax withholdings for both state and federal taxes so that deductions from your annuity payments are accurate.

Choose a payout for your beneficiary

Elect predetermined payout options for your beneficiaries, ensuring they receive any proceeds payable in the event of your passing according to your wishes.

Select the group that best describes you

For employees

Forms for individuals enrolled in a group plan.

For employers

Forms for business owners and HR managers.

For producers

Forms to help you serve your group clients.

For physicians

Information on coverage, claims, and patient eligibility.

Update payment method and bank information

Easily update your payment method or banking information for your retirement funds.

Update federal and state withholdings

Adjust your federal and state tax withholdings to better fit your current financial situation.

Change home address

Keep your retirement plan up-to-date by changing your home address. 

View Verification of Income

Review your Verification of Income document for your retirement plan.

Plan your retirement

Model your retirement plan using our interactive estimator to get a clear picture of your future financial security.

*Not available for Western Conference of Teamsters Pension Plan annuitants and other plans with eligibility restrictions.

Mutual fund forms are available on the PGIM Investments website. This includes forms for the following accounts:

  • General investing
  • Traditional IRA, Roth IRA, SEP IRA, Coverdell ESA and 403(b)
  • SIMPLE IRA (Qualified plans)

Access forms on PGIM Investments website  Opens in new window

Don’t see what you need?

How to access your forms

  1. Log in to your account.
  2. Click View Details.
  3. Select the I would like to dropdown.
  4. Choose Forms Library.
  5. Click Launch.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click Change Beneficiaries.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click Payments.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. Click View Details.
  3. Scroll to Policy quick links and select Manage your payments.

Not registered? Set up online accessOpens in new window.

How to access your forms

  1. Log in to your account.
  2. In the Quick Actions, click Product Summary.
  3. Scroll to Quick Links and select See Annuity Forms.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click Change Beneficiaries.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click Withdrawal.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click View Account Detail.
  3. In left side menu, select Payment Settings.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click View Account Detail.
  3. In left side menu, select Personal Information.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click View Account Detail.
  3. Under Payment Information, view your document.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. In the Quick Actions, click View Account Detail.
  3. In left side menu, select Retirement Estimate.

Not registered? Set up online accessOpens in new window.