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
CloseReport the Death of a Loved One
Starts the claims process by reporting the loss of a loved one.
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. File an LTC claim easily over the phone by calling 1-800-847-4836 Say "directory" and enter extension 628-3166 to work with a claim coordinator. No forms required.
CloseClaims – Long-Term Care for NY
File a claim for long-term care benefits. File an LTC claim easily over the phone by calling 1-800-847-4836 Say "directory" and enter extension 628-3166 to work with a claim coordinator. No forms required.
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 – Thrivent Funds
Complete this form to establish, update or stop automatic withdrawals from a bank account to a Thrivent Funds account.
CloseAutomated Payment of a Thrivent Product
Complete this form if you want to 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
Complete this form to establish ongoing systematic redemptions from a Thrivent Mutual Funds account.
CloseOwnership Change – Thrivent Funds
Complete this form to move dollars from one account registration to another account registration in a Thrivent Funds account.
For accounts opened and managed on ThriventFunds.com, click here.
ClosePersonal Account Distribution – Mutual Funds
Complete this form to redeem dollars from a personal or business Thrivent Mutual Funds account.
CloseEstablish Telephone Transactions
Complete this form to establish, change or stop telephone redemption, exchange or purchase options on a Thrivent Funds account.
CloseBeneficiary Change – Mutual Funds
Complete this form to designate or update your beneficiary election on a Thrivent Funds retirement account.
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
Complete this form to redeem dollars from a Thrivent Mutual Funds retirement account.
CloseCertification of Trust – Mutual Funds
Complete this form to provide information about a trust in a Thrivent Funds account.
CloseTransfer/Rollover to Thrivent Funds
Complete this form to process internal and external transfers, direct rollovers and internal conversion of retirement plan accounts for Thrivent 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.
CloseAnnuity/Settlement Option Surrender Service Request
Used to request a complete/partial surrender or establish/change an Automatic Payout Option from a deferred/immediate annuity or settlement option.
CloseExchange Request
Complete this form to exchange between accounts in Thrivent Mutual Funds with the same registration type and owner(s).
CloseMutual Funds Interested Party Statement Authorization
Complete this form to add an interested party to your Thrivent Funds account to have statements sent to a third party.
CloseNonqualified Account Transfer Request
Complete this form to initiate a redemption or transfer in kind from another company.
ClosePlan Administration Online Access
Complete this form to request access to Plan Administration Online which will allow group Plan Administrators (SIMPLE, SEP, 403(b)) to submit payments electronically and manage participant rosters for their Thrivent Mutual Funds sponsored plans.
CloseQualified Charitable Distribution
Complete this form to request a Qualified Charitable Distribution from a Thrivent Funds account.
CloseRequired Minimum Distribution Request
Complete this form to establish required minimum distributions on a retirement account type or qualified plan in Thrivent Mutual Funds.
Close403(b) Transfer/Exchange Request.
Complete this form to request transfer, exchange, rollover or conversion into or out of a Thrivent Mutual Funds 403(b) account.
CloseAutomatic Exchange Plan
Complete this form to establish ongoing systematic exchanges between funds within the same registration type and owner(s).
CloseDividends/Capital Gains Distribution
Complete this form to establish or update dividend/capital gain distribution or reinvestment options on a Thrivent Funds account.
CloseEmployer/Employee Contribution Correction Request
Complete this form for employer or employee error corrections on contributions for a Thrivent Funds SEP, SIMPLE, and 403(b) account/Tax Sheltered Annuity.
CloseExcess Removal of SIMPLE IRA Employee Contributions
Complete this form to remove excess employee contributions from a Thrivent Funds SIMPLE IRA account.
CloseExcess Removal from Tradtional IRA/Roth IRA/SEP IRA/SARSEP IRA
Complete this form to remove excess contributions from a Traditional IRA/Roth IRA/SEP IRA/SARSEP IRA Thrivent Funds account.
CloseBusiness Entity Information - Mutual Funds
Complete this form to provide authorized signers and beneficial owners for business entities on a Thrivent Funds account.
CloseNon-Retirement Account Beneficiary Claim – Mutual Funds
Complete this form to move dollars inherited by the passing of the account owner to the beneficiary from a non-retirement account. Dollars can be moved to an account for the beneficiary or redeemed.
CloseRetirement Account Beneficiary Claim – Mutual Funds
Complete this form to move dollars inherited by the passing of the account owner to the beneficiary from a retirement account. Dollars can be moved to an account for the beneficiary or redeemed.
CloseBeneficiary Statement (All Options) Form 28E
Used by a beneficiary to indicate how they would like to receive their portion of a claim. This form includes distribution options. To determine if this form is needed, call 920-628-6312 or contact your Financial Representative for assistance.
CloseBeneficiary Statement (Check or Direct Deposit Only) Form 28E CASH
Used by a beneficiary to indicate they would like to receive their portion of a claim via check or direct deposit. All other elections use the Beneficiary Statement (form 28E). To determine if this form is needed, call 920-628-6312 or contact your Financial Representative for assistance.
CloseDeceased Beneficiary's Children Affidavit Form 5909A
Used when the beneficiary designation has a 'per stirpes' designation and a named or unnamed beneficiary is predeceased. This form defines who are the children are (sometimes referred to as 'issue') of a predeceased beneficiary with the per stirpes designation, for distribution of proceeds of that predeceased beneficiary's portion. To determine if this form is needed, call 920-628-6312 or contact your Financial Representative for assistance.
CloseSurviving Beneficiary Affidavit Form 5909
Used to identify the person(s) in a beneficiary class designation such as children, born or adopted (step-children are not included), Grandchildren, Brothers/Sisters, Others such as nieces or nephews is named as beneficiary on a contract. Example – Beneficiary designation is 'Children, per stirpes'. To determine if this form is needed, call 920-628-6312 or contact your Financial Representative for assistance.