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Service Forms + Documents

Additional Beneficiary Form
Additional Trustee Designation Form
Assignment of Annuity Contract as Collateral Security
Beneficiary Payout Option Restrictions Form
Contract Change Request Form
Death Claim Statement Form
Electronic Funds Deposit Authorization Form
Full/Partial Withdrawal Form
Large Case Approval Form
Non-Resident Sales Form
Ownership Acceptance Types
Politically Exposed Persons Circulation Form
Request for Automatic Withdrawals Form
Request for Inherited Contract Form
Required Minimum Distribution (RMD) Form
Roth IRA Conversion Form
Stale Date Acknowledgement Form
Trust Certification Form
Ultimate Beneficial Owner Certification Form

Buyer’s Guide to Fixed Deferred Annuities

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Axonic Insurance
Moving mountains since 2024.
40°45'37''N, 73°58'27"W

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Axonic Insurance Services LLC (“Axonic”), an insurance producer licensed in all fifty states and the District of Columbia, administers the US-issued annuities underwritten by the non-affiliated AmFirst Life Insurance Company, an Oklahoma domiciled life insurance company (“AmFirst”). Axonic Services LLC, a Puerto Rico limited liability company for profit, administers the non US-issued annuities underwritten by its affiliated underwriter, Axonic Insurance Company SPC, a Class B(iii) insurer in the Cayman Islands licensed under the Cayman Islands Insurance Act, 2010 (as amended), as well as the non-affiliated AmFirst Life Insurance Company I.I., a corporation licensed as a Class 5 International Insurer and Segregated Assets Plan Company under Chapter 61 of the Insurance Code of Puerto Rico (“ALIC”). Axonic has ownership interests in segregated accounts of ALIC, which provide reinsurance coverage to AmFirst and other third-party insurers.