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  • Claim Form For Annuity Proceeds New York Life

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The Company You Keep New York Life Insurance Company Group Membership Association Claims PO Box 30782 Tampa FL 33630-3782 (800) 792-9686 Dear Beneficiary: Please accept our condolences on your recent.

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Call (800) CALL-NYL and say the word “Claims” at any time. Our service team is available 8:00am to 7:00pm ET, Monday through Friday.

Fixed, fixed indexed, and long-term care annuities guarantee a death benefit if there is a balance at the time of death. Because variable annuities are investment-based, there is a risk of losing money due to poor market performance; thus, a death benefit is not guaranteed.

A Death Benefit Proceeds form will be sent to the beneficiary(s) on record. It can also be obtained by calling (800) CALL - NYL (8 a.m. - 7 p.m. ET). Or you can report a death online at .newyorklife.com and a Death Benefits Proceeds form will be sent to the beneficiary on record.

Annuities can generate income for retirement. However, most annuities also feature a standard death benefit. That lets you pass on assets from the annuity to an heir after your death.

This form is used to request death benefit proceeds when a contract Owner or Annuitant passes away.

After you die, your beneficiaries must contact the annuity company to start receiving payments. The company will then typically send out the payments within a few weeks. Your beneficiaries will receive a lump sum payment if you have a deferred annuity.

A Death Benefit Proceeds form will be sent to the beneficiary(s) on record. It can also be obtained by calling (800) CALL - NYL (8 a.m. - 7 p.m. ET). Or you can report a death online at .newyorklife.com and a Death Benefits Proceeds form will be sent to the beneficiary on record.

After an annuitant dies, insurance companies distribute any remaining payments to beneficiaries in a lump sum or stream of payments. It's important to include a beneficiary in the annuity contract terms so that the accumulated assets are not surrendered to a financial institution if the owner dies.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232