As a customer, you can contact us by phone or mail. New York Life’s trained annuity specialists will be glad to answer your questions and provide assistance with your AARP Lifetime Income annuity.
Our dedicated representatives are available 8 a.m. to 6 p.m. (Eastern Time) Monday through Friday, 9 a.m. to 5 p.m. Saturday.
c/o New York Life Insurance and Annuity Corporation
P.O. Box 30714
Tampa, FL 33630-3714
For New Purchases: Asset Transfer Forms
If you fund your annuity using assets that require a transfer of funds from a bank or financial institution, signed Transfer Forms will be required. For your convenience, asset Transfer Forms are available here:
If the funds are from a tax-deferred retirement plan, use one of these forms:
IRA or IRA Rollover
If the funds are NOT from a tax-deferred retirement plan, use one of these forms:
Certificate of Deposit (CD)
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Tax Withholding Election
A Tax Withholding Election Form is typically provided by mail, and annuity specialists are available to assist throughout the process. For your convenience, you can also download these forms here. If you do not see your state listed below, please use the National Tax Withholding Election Form.