Notice Of Data Event

Annuitization/Income Option Election Form

See all:

Employer Resources
Individuals & Families Resources


This is the Annuitization/Income Option Election Form. If needed, please complete and submit the form.

Annuitization/Income Option Election Form

Before completing this form, please know that this form is not to be used:

  • Beneficiary designation(s) on the life/annuity contract will carry forward to the income payout arrangement. Please review and update as needed.
  • Pacific Guardian Life does not allow transfers between tax qualified accounts. If requested, the default action will be to send a check to the owner at the address of record.
  • Annuitizing is irreversible and you will not be able to change your arrangement. Please carefully consider the best option for your financial situation.
  • Income arrangements of $2,500 and greater per payment will require a notarized signature if not submitted to and signed by your servicing agent. Submissions directly made to a PGL office in person with proof of identification will not require notary.


Using a blue or black ink pen

Submit in 1 of 3 Ways

Email: [email protected]

Fax: 1 (800) 946-1295

or Mail:
Pacific Guardian Life
Attn: Client Relations Department
1440 Kapiolani Blvd.,
Suite 1700
Honolulu, HI 96814