Get Ownership Change Request Form

Filling out the Ownership Change Request Form online can be a straightforward process when you understand each section and its requirements. This guide will provide you with detailed instructions to help you navigate the form efficiently.

Follow the steps to complete the Ownership Change Request Form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your identifying information. This includes the contract number, annuitant name, current owner’s name, date of birth, social security number or tax identification number, and residential address. Ensure all details are accurate and up to date.
3. If applicable, provide information for the current joint owner. Include their name, date of birth, social security number or tax identification number, and address. Indicate if their address is the same as the owner’s by checking the appropriate box.
4. Fill in the new owner’s information. Provide their name, date of birth, social security number or tax identification number, address, phone number, and relationship to the current owner.
5. If there is a new joint owner, enter their details as required, including the same information listed for the new owner and indicate if their address is the same as the new owner’s.
6. If the new owner is a trust or corporation, be sure to complete the Entity Ownership Certificate form as well and attach it with this request. If a previous owner has passed away, include a certified death certificate.
7. Review and update the beneficiary information, including changing the beneficiary of the annuitant and owner if it differs. Fill in the required details for each beneficiary, including their name, date of birth, social security number or tax identification number, address, phone number, and relationship.
8. Complete the spousal consent section if necessary, ensuring that the spouse understands and consents to the beneficiary designations.
9. In the certification section, confirm that all information is accurate. Check the appropriate box regarding backup withholding before signing the form.
10. Finally, ensure all required signatures are obtained, including those of the new owner, joint owners, and old owners, if applicable. Review the completed form one last time, and then save your changes, download, print, or share the form as needed.

Start filling out your Ownership Change Request Form online today!