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 Home > Institutional Clients >  Forms & Reports
Forms and Reports

The following materials are formatted in Adobe® Acrobat® (PDF).  Just click on the highlighted items you wish to download.  For optimal viewing, we recommend that you use Adobe Acrobat Reader.

Useful Forms:

Bank Wire Instructions

Wire deposits to New York Life for all contracts except GS1 and Mutual Funds.

Authorized Contractholder Representatives

Inform New York Life of the individuals authorized to approve transactions or change the information in our files on behalf of a company.

Contractholder Authorization

Inform New York Life of the individuals authorized to request bank wire payments, approve transactions or change the information in our files on behalf of a company.

Retiree Forms

Download forms frequently used by retirees.



New York Life Financial Reports:

New York Life Annual Report

View the most current New York Life Annual Report.

New York Life Annual Statement Request

Request current and past copies of ‘Blue Books’ for due diligence requirements.  You can also request to be added to the annual mailing list for future ‘Blue Books’.  The books will be sent by mail. 

New York Life Quarterly Statement Request

Request quarterly statements or schedules for due diligence requirements.  The information will be sent by mail or by fax.

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