Forms and Documents

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Administrative Forms

Find forms for contract maintenance, issuance, financial representative changes, IRS changes, and more.

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Prospectuses and Supplements

Find semiannual and annual information for active products as well as annuity investment options. 

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Inactive Product Documents

Annuity information for products no longer available for new sales at Pacific Life.

Popular Forms

Annuity Contract/Beneficiary Change Request
Compliance Reference Guide
Electronic Funds Transfer Request Form
Power of Attorney Certification
Required Minimum Distribution Request
Telephone/Electronic Authorization
Transfer/Exchange
Transfers and Allocations
Withdrawal Request for Compliant Withdrawals from GMWB Riders
Withdrawal Request for Fixed Annuities
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions

IRS Tax Form Support

These forms contain dividend, distribution, sale/exchange, and account value information related to your client's annuity contract. See below for information and frequently asked questions regarding these forms. 

Type of Communication/ Title of Form Select to Email Form Purpose Mailed

IRS Form 1099-R

Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.

 Email  Reports distributions from retirement or profit-sharing plans, any IRA, insurance contracts, and IRA recharacterizations. Late January
1099-R Questions and Answers - Information and frequently asked questions regarding IRS form 1099-R.

IRS Form 1098-Q

Qualifying longevity annuity contract information

   Reports contributions (including rollovers) to any qualifying longevity annuity contract (QLAC), including total premiums through the end of the calendar year, fair market value (FMV) of the account, and annuity payment amount and start date (if applicable). Late January
Please contact Pacific Life Customer Service with any questions related to your qualifying longevity annuity contract.

IRS Form 5498

IRA contribution information

 Email  Reports contributions (including rollovers) to any individual retirement arrangements (IRA) including a SEP-IRA, SIMPLE IRA, and Roth IRA, Roth conversions, IRA recharacterizations, and the fair market value (FMV) of the account. Late May
5498 Questions and Answers - Information and frequently asked questions regarding form 5498.

The amounts shown on Forms 1099, 1098-Q, and 5498 will be reported to the Internal Revenue Service (IRS). Download the federal tax forms available above, or go to www.irs.gov for more specific information. Your clients should consult with their tax or legal advisors regarding their specific situations.

State Tax Withholding Requirement Guide

Some states require the use of their state specific form(s). The guide below is a listing of the required state specific forms Pacific Life is aware of as of June 2024. 

State Specific Tax Withholding Certificates Guide

 

 

Can't find what you're looking for?

Let our annuity specialists help.

(800) 722-2333 or (949) 219-6840

For NY: (800) 748-6907 or (949) 219-6539

MUC3144-0224H

Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

For financial professional use only. Not for use with the public.

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