Get Death Claim - Non-qualified Accounts - Reliance Standard
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How to fill out the Death Claim - Non-Qualified Accounts - Reliance Standard online
Completing the Death Claim form for non-qualified accounts with Reliance Standard can be a straightforward process if you follow the correct steps. This guide will help you navigate each section of the form clearly, ensuring you provide all necessary information accurately.
Follow the steps to successfully fill out the Death Claim form
- Press the ‘Get Form’ button to access the Death Claim form and open it in the editor.
- Begin with Section 1, General Instructions. Review the details provided on the page and ensure you have the certified death certificate and the original annuity contract ready to include with your submission.
- In Section 2, Policy Information, fill in the owner's name, policy number, address, social security number, marital status, and the date of death. Ensure accuracy as this information is crucial for processing your claim.
- Move to Section 3, Beneficiary Information. Complete the sections with the full legal name, contact numbers, address, social security number, date of birth, and the relationship to the owner for each beneficiary.
- In Section 4, Settlement Options, select one of the options available by checking the appropriate box. Provide the necessary additional information, such as social security number and date of birth if applicable for settlement options related to spouses.
- Proceed to Section 5, Withholding Information. Indicate whether you want federal income tax withheld by checking the appropriate box. Ensure that you complete the certification statement regarding your taxpayer identification number.
- In Section 6, Lost Policy Statement, indicate whether the current policy is enclosed or if it has been lost or destroyed by checking the corresponding box.
- Finally, in Section 7, Required Signatures, both the claimant and witness must sign and date the form. Review the entire form to ensure all sections are completed accurately before submitting.
- Once all sections are completed, save your changes, then download, print, or share the form as required before submitting along with the necessary documents.
Begin your online form submission process now to ensure a smooth claims experience.
When the owner of a non-qualified annuity passes away, the entire death benefit must typically be distributed within five years. However, if a named beneficiary exists, they may elect to take distributions over their lifetime. Understanding this timeline is essential when navigating a Death Claim - Non-Qualified Accounts - Reliance Standard, as it influences both financial planning and tax obligations.
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