Get Annuity Change Of Beneficiary Form - American General Life ...

The Annuity Change Of Beneficiary Form is an essential document that allows users to update their beneficiary designations for their annuity contracts. This guide provides clear and detailed instructions on how to accurately complete the form online, ensuring a smooth and effective update process.

Follow the steps to fill out your form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by completing the Contract Identification section. Enter your contract number, social security number or tax ID, the name of the owner(s), and the owner's email address. Also, provide the name and phone number of the annuitant if other than the owner.
3. In the Deferred Annuity Beneficiary section, identify the primary and contingent beneficiaries. Include their full names, percentages of proceeds, and social security numbers or tax IDs. Describe their relationship to the owner.
4. If designating a living or non-testamentary trust as a beneficiary, provide the trust's name and the date and attach a copy of the trust.
5. Decide on payment methods for the beneficiary. Indicate if the beneficiary designation is irrevocable or has partial/full restrictions. Fill out the specific details about the method of payment, such as annuitization or systematic withdrawal.
6. Select a payout option and payment frequency, ensuring to choose appropriate durations and frequency, such as monthly or annually.
7. Complete the signatures section at the end of the form, revoking any previous beneficiary designations. Ensure to date the form and include any additional required signatures, particularly if the changes affect irrevocable beneficiaries.
8. Once all sections are completed, review for accuracy. Save changes, download, print, or share the completed form as preferred.

Start filling out your Annuity Change Of Beneficiary Form online now to ensure your beneficiaries are designated correctly.