Administrative Forms
The following forms are available for your convenience. These forms can be printed, completed (including appropriate authorizations) and, unless otherwise noted, submitted to AUL through fax or regular mail.
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Fax number: |
317-285-1728 |
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Mailing address: |
American United Life |
Participants requiring assitance completing forms can contact us at 1-800-249-6269. Representaives are available Monday through Friday, between 8 a.m. and 10 p.m. (ET).
Termintating or retireing participants can contact us at 1-800-348-6229, option 1, to review their distribution options. Representative are available Monday through Friday, between 6 a.m and 6 p.m. (ET(
Participants seeking to initiate a rollover or transfer into your plan (if allowed) can contact us at 1-800-249-6269. Representatives are available Monday through Friday, between 8 a.m. and 10 p.m. (ET)
| Document Name | Download | |
|---|---|---|
| Annuity Request | Download | |
| Beneficiary Claim Form | Download | |
| Distribution Assistance | Download | |
| Distribution Request Form | Download | |
| Distribution Request Form - Spanish | Download | |
| Installment Request Form | Download | |
| Loan Worksheet | Download | |
| Participant Beneficiary Designation | Download | |
| Particiapnt Status Sheet | Download | |
| QDRO Transfer/Distribution | Download | |
| Qualified Joint and Survivor Annuity (QJSA) Notice | Download | |
| Required Minimum Distribution | Download | |
| Sample Qualified Pre-Retirement Survivor Annuity (QPSA) Notice | Download | |
| Special Tax Notice Regarding Payments | Download | |
| Statement of Age | Download | |
| Transfer of Assets Request | Download |