Forms
Download forms and access online applications. Where available, links to online processes have been included.
Note: If you are having trouble viewing one of the forms below, check the system requirements FAQs for possible suggestions.
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Call our Thrivent Financial Guidance Team
Phone 888-834-7428
M – F: 8 a.m. – 6 p.m., Central time
Related Items
T.COM.O
CloseAddress Change
Call 800-847-4836 or select "Update Personal Information" after logging into MyThrivent.
CloseDistribution – Annuity
Partial withdrawals can be completed after logging into MyThrivent for most products. For assistance with partial or complete withdrawals, call 800-847-4836.
CloseLife Values Distribution
Call 800-847-4836 or contact your Financial Representative for assistance.
CloseRollover to Thrivent Annuities
Process internal and external transfers, direct rollovers and internal conversion of retirement plan accounts with Thrivent Annuities.
CloseRequired Minimum Distribution Request for Ongoing Scheduled Payments
Establish the Required Minimum Distribution payout or to make changes on an existing required minimum distribution payout.
CloseThird Party Phone Authorization
Authorize Thrivent Financial to release information via the telephone to someone who is not a contract owner/shareholder of your contract/account.
CloseRequest for Arbitration
Submit a formal request for Arbitration. (After completing the Complaint, MDRP Appeal, MDRP Mediation processes.)
CloseTelephone Transaction Authorization
Elect or revoke telephone transaction authorization on any of your variable products. Telephone transaction authorization authorizes Thrivent to accept and act upon telephone or electronic instructions for certain transactions.
CloseSubaccount Transfer Selection
One-time, periodic transfer of funds between subaccounts on any of your variable products. Be sure to fill out this form accurately and completely or your request may be delayed.
CloseState Withholding for Annuity Payments
Use form 20017 to elect, change or opt out of state withholding for your Settlement Options and Immediate Annuity payouts.
CloseBilling Change – Annuity & Life Insurance
Change billing for an insurance or annuity contract.
CloseBilling Change – Send Bill to Special Payor
Authorize Thrivent Financial to send your bill to a different person or business.
CloseBilling Change – Set Up a Group Bill
Authorize Thrivent Financial to set up your contract on a group bill.
CloseClaims – Long-Term Care for all states except NY
File a claim for long-term care benefits. Complete it once covered care begins. For help submitting a claim, call the Thrivent Claims department at 800-847-4836, and say "long-term care claim" for menu options. Please have your contract number available.
CloseClaims – Long-Term Care for NY
File a claim for long-term care benefits. Complete it once covered care begins. For help submitting a claim, call the Thrivent Claims department at 800-847-4836, and say "long-term care claim" for menu options. Please have your contract number available.
CloseLife Premium Waiver/Disability Waiver Claim for Children (in ME, MA, NJ and NC)
Life Premium Waiver/Disability Waiver Claim for Children (in ME, MA, NJ and NC)
CloseLife Premium Waiver/Disability Waiver Claim for Children (in all states except NY)
File a child's waiver claim on a life contract. Complete it after four/six (per the contract) consecutive months of total disability. Total disability exists when a child is at least age five and, due to accidental bodily injury or disease, is unable to attend a regular school or a special education facility. Under some contracts the disability must begin after age five. Refer to the contract for specific requirements.
CloseLife Premium Waiver/Disability Waiver Claim for Children (in NY)
File a child's waiver claim on a life contract. Complete it after four/six (per the contract) consecutive months of total disability. Total disability exists when a child is at least age five and, due to accidental bodily injury or disease, is unable to attend a regular school or a special education facility. Under some contracts the disability must begin after age five. Refer to the contract for specific requirements.
CloseStatement Household Group Authorization
Reduce the number of product statements received by annuity and/or mutual fund owners who share the same mailing address. One combined statement for all eligible accounts and contracts will be sent to the Statement Household Group each quarter. Review pages 1 and 2 carefully for more details. Provide all information and signatures indicated or your request may be delayed.
CloseStatement Household Group Opt-Out Request
Request in writing to be removed from a Statement Household Group. Written requests are not required. For your convenience, you may call 800-THRIVENT (888-834-7428) and state your request to a customer service professional.
CloseInterested Party Statement Authorization
Request to have copies of your annuity and/or mutual fund statements mailed to a person or entity you designate. Review page 1 for more details. Provide all information and signatures indicated or your request may be delayed.
CloseRequest for Mediation
Submit a formal request for Mediation. (After completing the Complaint and MDRP Appeal processes.)
CloseCancel 1035 Exchange From Thrivent – Annuity & Insurance
Cancel a request to 1035 exchange and/or transfer assets to an external company.
CloseBeneficiary Change – Annuity & Life Insurance
Create a new Beneficiary Designation. Any information provided will replace any beneficiary designations currently on file.
Close403(b) Contribution Agreement
Request to remit 403(b) contributions for purchase of an annuity contract or mutual fund shares.
CloseBank Change – Direct Payment – Annuity & Insurance
Withdrawals are prepared each month on the withdrawal date you select (1-28) and are routed through the Federal Reserve System to the account owner's financial institution. One withdrawal is produced for each Thrivent Direct Payment account, and for each withdrawal date selected. Withdrawals returned unhonored due to insufficient funds will automatically be presented a second time to the account owner's financial institution for payment.
CloseBank Change – Direct Deposits – Annuity & Insurance
Establish direct deposit of a systematic withdrawal to a bank account.
CloseBank Change – Direct Payment – Mutual Funds
Establish bank draft plan; automatic purchase from a financial institution to a mutual fund account; change financial institution; change bank draft plan; or stop existing bank draft plan.
CloseAutomated Payment of a Thrivent Financial/Thrivent Life Insurance Company Product
Establish a systematic payout from a Thrivent Mutual Fund to pay the premium or loan repayment of another Thrivent product via the internal Electronic Payment System.
Close403(b) & Qualified Plan Distribution Disclosure
This disclosure must be reviewed prior to submitting a distribution/redemption request for a 403(b). A signature confirming this review is required on the distribution/redemption request.
CloseClaims – Disability Insurance
File a claim under your disability income contract. Complete it immediately upon disability. If claiming benefits under both a disability income and life contract, it is not necessary to complete a separate form for each benefit. Do not use this form if you live in NY. Instead see Claims – Disability Insurance under forms by category.
CloseClaims – Disability Insurance (if you live in MA, ME, NC or NJ)
File a claim under your disability income contract. Complete it immediately upon disabillity. If claiming benefits under both a disability income and life contract, it is not necessary to complete a separate form for each benefit. Use this form only if you live in MA, ME, NC or NJ.
CloseClaims – Disability Insurance (if you live in NY)
File a claim under your disability income contract. Complete it immediately upon disabillity. If claiming benefits under both a disability income and life contract, it is not necessary to complete a separate form for each benefit. Use this form only if you live in NY.
CloseLife Premium Waiver/Disability Waiver Claim for Adults in all states except NY
File a waiver claim on a life contract. Complete it after four/six (per the contract) consecutive months of total disability. Do not use this form if your only claim is for disability income or both life waiver and disability income. Instead, complete the Disability Income Insurance Claim (DI259).
CloseLife Premium Waiver/Disability Waiver Claim for Adults in ME, MA, NJ and NC
File a waiver claim on a life contract. Complete it after four/six (per the contract) consecutive months of total disability. Do not use this form if your only claim is for disability income or both life waiver and disability income. Instead, complete the Disability Income Insurance Claim (DI259).
CloseLife Premium Waiver/Disability Waiver Claim for Adults in NY
File a waiver claim on a life contract. Complete it after four/six (per the contract) consecutive months of total disability. Do not use this form if your only claim is for disability income or both life waiver and disability income. Instead, complete the Disability Income Insurance Claim (DI259).
CloseAutomatic Redemption Plan
Establish a systematic or periodic scheduled redemption from most mutual fund accounts ($5,000 minimum account balance to start); funds will be sent to the account owner's address of record or their personal bank account. This is not intended to establish the annual Required Minimum Distribution (RMD) for IRA/403B accounts.
CloseOwnership Change – Mutual Funds
Transfer ownership from an existing Thrivent Mutual Fund to a new owner or a new registration type (example: transferring from an individual to a joint tenant, removing the name of a custodian from a UGMA/UTMA when the minor reaches the age of distribution, when gifting dollars to another person or entity).
For accounts opened and managed on ThriventFunds.com, click here.
ClosePersonal Account Distribution – Mutual Funds
Redeem from a personal or business mutual fund account. A Medallion Signature Guarantee is required of all owners if redeeming more than $100,000 or to an address/payee other than the address/payee of record.
CloseEstablish Telephone Transactions
Establish the ability to request transactions by telephone. When the telephone option is available, internet transactions will also be available, although limited internet transactions are available for retirement plan accounts.
CloseBeneficiary Change – Mutual Funds
Designate the beneficiaries of an IRA, 403b or Coverdell account or change designations currently on file. Any new information provided will replace any beneficiary designations currently on file.
CloseVariable Products Allocation Change/Remittance Request
Make permanent changes to your premium allocation for future payments or make a one-time change with a payment on any of your variable products.
CloseWithholding Certificate for Pension or Annuity Payments
Use Form W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s).
CloseWithholding Certificate for Pension or Annuity Payments (in CT)
Residents of Connecticut, use Form CT W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s).
CloseMedicare Supplement Insurance
Most claims are filed electronically through the Medicare carrier. For claims not filed electronically, send the original Explanation of Medicare Benefits (EOMB) and the itemized bill.
CloseHospital Confinement
Send a copy of your itemized hospital bill or the UB04. Include the diagnosis if not on the bill or UB04.
CloseDistribution – Life Insurance
Call 800-847-4836 or contact your Financial Representative for assistance.
CloseRetirement Account Distribution – Mutual Funds
Redeem from a qualifed mutual fund account. A Medallion Signature Guarantee is required of all owners if redeeming more than $100,000 or to an address/payee other than the address/payee of record.
CloseCertification of Trust – Mutual Funds
Verify trustee information when a Mutual Fund Account is owned by a trust.
CloseRollover to Thrivent Mutual Funds
Process internal and external transfers, direct rollovers and internal conversion of retirement plan accounts for Thrivent Mutual Funds.
For accounts opened and managed on ThriventFunds.com, you may use our on-line process. Log in to ThriventFunds.com and Add Rollover to existing IRA accounts, or open a new account
CloseThird Party Notification for Nonpayment of Premium (in all states except CT, ME, and NJ)
Designate at least one person other than myself to receive notice of nonpayment of premium and, if required by the state where the contract was issued, that person will also receive notice of termination.
CloseThird Party Notification for Nonpayment of Premium (in CT)
Designate at least one person other than myself to receive notice of nonpayment of premium and, if required by the state where the contract was issued, that person will also receive notice of termination.
CloseThird Party Notification for Nonpayment of Premium (in ME)
Designate at least one person other than myself to receive notice of nonpayment of premium and, if required by the state where the contract was issued, that person will also receive notice of termination.
CloseThird Party Notification for Nonpayment of Premium (in NJ)
Designate at least one person other than myself to receive notice of nonpayment of premium and, if required by the state where the contract was issued, that person will also receive notice of termination.
CloseEasy Pay Enrollment
Establish automatic payment for annuity and insurance products from a bank or other financial institution.
CloseBeneficiary Provisions
Provisions that are applicable to the beneficiary change completed on form 307B, Beneficiary Change.
CloseSubaccount Transfer Selection – AdvisorFlex VA only
One-time, periodic transfer of funds between subaccounts on any of your AdvisorFlex variable product. Be sure to fill out this form accurately and completely or your request may be delayed.
CloseTrusted Contact Person Designation
Adults age 60+ (or age 18+ who may have a mental or physical impairment that renders him or her unable to protect their own interests) can designate a trusted contact person who Thrivent can contact when there is suspected financial exploitation or failed attempts to reach the contract owner. Does not apply to health products.