Life Insurance and Annuity Programs
« Back

Customer Service

For customers of the AARP Lifetime Income Program from New York Life Insurance and Annuity Corporation

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.

 

Call Us

Call New York Life at 1-800-481-3414
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.

Write Us

The AARP Lifetime Income Program
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

401(k), 403(b), 457, or pension plan

 

If the funds are NOT from a tax-deferred retirement plan, use one of these forms:
Certificate of Deposit (CD)

Mutual Funds and Brokerage Accounts

Existing Annuity and/or Life Insurance Policy

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.


Tax Withholding Election-CA

Tax Withholding Election-DC

Tax Withholding Election-DE

Tax Withholding Election-GA

Tax Withholding Election-IA

Tax Withholding Election-MA

Tax Withholding Election-MI

Tax Withholding Election-NC

Tax Withholding Election- VA