Registered Representative and Broker/Dealer Change Request
FINANCIAL PROFESSIONAL AND BROKER/DEALER CHANGE REQUEST
CONTACT INFORMATION:
CONTACT INFORMATION (for New York only):
Email: AnnuityService@
Pacific Life Insurance Company P.O. Box 2378 Omaha, NE 68103-2378
Pacific Life & Annuity Company P.O. Box 2829 Omaha, NE 68103-2829
Web Site: ALL OVERNIGHT DELIVERIES:
Clients: (800) 722-4448 Financial Professionals: (800) 722-2333 Fax: (888) 837-8172
Clients & Financial Professionals: (800) 748-6907 Fax: (800) 586-0096
Pacific Life Insurance Company 6750 Mercy Rd, RSD Omaha, NE 68106
Use this form to make financial professional and/or broker/dealer changes on non-custodially owned contracts. If more than one contract is being changed, please attach a list with the information specified below. If the contract is custodially owned, use the Annuity Custodial Contract Change Request form. If an Attorney-in-Fact is signing this form, include an original or certified copy of the Power-of-Attorney documentation accompanied by a notarized sample signature for the Attorney-in-Fact. This additional documentation may be excluded if previously submitted to Pacific Life.
? Financial Professional and broker/dealer change. Complete Sections 1, 2, and 3. ? Financial Professional within the same broker/dealer change only. Complete Sections 1, 2, 3, and 4 (if applicable).
1 OWNER INFORMATION Owner's Name (First, Middle, Last)
Daytime Telephone Number
Annuity Contract Number
2 NEW FINANCIAL PROFESSIONAL(S) INFORMATION
If more than two financial professionals are being changed, please attach a signed list with the information specified below.
Broker/Dealer's Name
Financial Professional #1 Financial Professional's Name (First, Middle, Last)
% Split (if applicable)
Business Street Address
City, State, ZIP
Telephone Number
Financial Professional #2 (if applicable) Financial Professional's (First, Middle, Last)
% Split (if applicable)
Business Street Address
City, State, ZIP
Telephone Number
3 OWNER AUTHORIZATION
By signing this form, I authorize Pacific Life to change the financial professional(s) and broker/dealer on my annuity contract(s).
SIGN HERE
Owner's Signature
SIGN HERE
Joint Owner Signature (if applicable)
mo / day / yr mo / day / yr
4 BROKER/DEALER AUTHORIZATION
If contract(s) are staying within the same broker/dealer, then an officer, principal or branch manager may authorize the updated financial professional.
SIGN HERE
Broker/Dealer Signature & Title (Must be an officer, principal, or branch manager)
mo / day / yr
Pacific Pacific Life refers to Pacific Life Insurance Company (Newport Beach, CA) and its affiliates, including Pacific Life & Annuity Company. Pacific
Life Insurance Company is the issuer in all states except New York. Pacific Life & Annuity Company is the issuer in New York.
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