Estate planning at Allianz Life

Beneficiary changes can be made online by logging in at allianzlife.com and going to "Personal Accounts." Alternatively, download the appropriate form for your contract type: S2263 for fixed annuities and life insurance, or USA-383 Client Contract Update Request for variable annuities. Submit the completed and signed form by mail, fax, or through your financial professional.

Non-qualified annuity contracts can be transferred to trust ownership using the Transfer of Ownership Request form (SFAL0013). An Entity Customer Information form and certification of trust are also required. Note that transferring ownership of a non-qualified annuity to a trust may result in a taxable event; Allianz will send an "Awareness of Taxation" letter that must be signed and returned before the transfer is processed. Ownership change to a corporation is not allowed for fixed annuity contracts.

Yes. To set up a trust account for online access, contact Allianz website support at 800-950-3347. Additional documentation is required for trust online account setup.

Allianz Life offers two main categories of annuities: fixed index annuities (FIAs) and registered index-linked annuities (RILAs). FIA products include Allianz Benefit Control, Allianz 222, Allianz 360, Accumulation Advantage, Accumulation Advantage 7, Accumulation Advantage+, Essential Income 7, Retirement Foundation ADV, and Core Income 7. RILA products include Index Advantage+, Index Advantage+ NF, Index Advantage+ Income, and Index Advantage Income ADV. FIAs protect principal and credited interest from market downturns, while RILAs offer indexed return potential with varying levels of downside protection.