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.

Change your beneficiary

Change a beneficiary or update their information for your policy.

Set up recurring withdrawals

Start, update, or terminate a recurring withdrawal

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) form.

Set up recurring withdrawals for Flexguard Income account

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

Request a name change

Update your name on your policy

Change electronic fund transfer (EFT)

Add a bank account to your contract for future payments or update your bank account for a withdrawal

Request an account change

Change your broker dealer, firm, representative, or the owner on your account

File a beneficiary claim

Start the process of claiming funds owed to you as a beneficiary by submitting this form when a claim is playable

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.

Change eDelivery settings

Review and update your electronic document delivery options.

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. Click on View Account Detail.
  3. Click on the Personal Details tab and click Edit Personal Details.

Not registered? Set up online access Opens in new window.

How to complete online

  1. Log in to your account.
  2. Click on View Account Detail.
  3. Under the Income Verification letter box, click Download Letter.

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account. 
  2. Click on View Account Detail.
  3. Under Model your retirement box, select Get Started. 

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. Click View Account Detail.
  3. Under the Tax withholding forms box, click View Federal Taxes or View State Taxes to update your information. 

Not registered? Set up online accessOpens in new window.

How to complete online

  1. Log in to your account.
  2. Click on the profile icon in the upper right-hand corner of the screen.
  3. Under Account Preferences navigate to eDelivery Preferences and press Manage. 

Not registered? Set up online accessOpens in new window.