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Schwab OneSource / Schwab Annuity Center (Protective Life / Great-West annuities via Schwab OneSource) fax number

(866) 442-3887

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RROC

Used for: Submit an annuity transfer/withdrawal request by fax using the Schwab OneSource Investment Choice Fax Transfer Form; the form is directed to Schwab Annuity Center (RROC).

Fax destination details

Department
RROC
Purpose
Submit an annuity transfer/withdrawal request by fax using the Schwab OneSource Investment Choice Fax Transfer Form; the form is directed to Schwab Annuity Center (RROC).
Form
Investment Choice Fax Transfer Request Form — Schwab OneSource Choice Variable Annuity - Investment Choice Fax Transfer Request Form
Address
8515 E Orchard Rd, 8T2, Greenwood Village, CO 80111
Voice phone
888-667-2145

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  • Confirm that this exact department handles your document or request.
  • Check the organization website or call its main line for the current fax number.
  • Include a cover sheet and any case, member, claim, or form reference required.
  • Keep the delivery confirmation with your submission records.

Complete required fields (From, Master Account, Fund details, etc.), have authorized signature, then fax to 866-442-3887. For assistance, contact Protective Life annuity service line or Schwab Annuity Center at 888-667-2145, option 1/2.

Official form instructions are published as a downloadable file on the organization's website.

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