Annuities

Address Change Request Form

Form Instructions

Please note that your address change instruction will apply to all products for which Foresters Financial acts as your broker-dealer or agent.

Please note that your name change/correction will apply to all products for which Foresters Financial acts as your broker-dealer or agent.

Name Change / Correction Form

Form Instructions

Signature Guarantee Standards and Procedures

Request for Change of Ownership

Request for Change of Beneficiary

Lifeline Premium Payment Application

W-9

Statement of Lost Contract/Policy & Request for Duplicate

Partial Annuity Surrender Request Form

Full Annuity Surrender Request Form

Annuity Systematic Withdrawal Request Form

Subaccount Reallocation Form Life and Annuities 2

Subaccount Reallocation Form Life and Annuities 1

²Tax Tamer I is no longer available for sale, however existing contract owners may make additional premium payments under their respective contract.

Automated Subaccount Reallocation-Systematic Transfer Form

Please note that your address change instruction will apply to your Foresters Life Insurance and Annuity Company policies, in addition to all products for which Foresters Financial acts as your broker-dealer or agent. To change your address, you can contact your Advisor for assistance, call us at 800-832-7783 or complete the Address Change Request form on this page and mail it to us.

To request a partial or full surrender, you can contact your Advisor for assistance, call us at 800-832-7783 for assistance, or complete the applicable Annuity Surrender Form on this page and mail it to us.

To establish a systematic withdrawal, you can contact your Advisor for assistance, call us at 800-832-7783 or complete the Systematic Withdrawal Request Form on this page and mail it to us.

If you are a client of Foresters Financial Services, Inc. (formerly First Investors) or Foresters Advisory Services, Inc. (Premier Mutual Fund Advisory Program) you’ll find these tools handy: 

Quarterly Statement FAQs
How to read your Quarterly Statement

For further assistance, please contact your Advisor or call us at 800 423 4026.