Get Annuity Claim Form - New Era Life

Filing an annuity claim can be a straightforward process if you understand the necessary steps. This guide will provide clear instructions on how to accurately complete the Annuity Claim Form from New Era Life online, ensuring a seamless submission.

Follow the steps to fill out the Annuity Claim Form online

1. Click ‘Get Form’ button to obtain the form and open it in the appropriate editor.
2. Enter the full name of the deceased in the designated field.
3. Provide the full residential address of the deceased at the time of their death.
4. Fill in the date of birth of the deceased in the specified format.
5. Indicate the place of birth of the deceased.
6. Record the date of death and ensure you enter it correctly.
7. State the place of death.
8. Attach a certified copy of the death certificate and indicate whether the policy is attached or lost.
9. In the beneficiary section, complete the beneficiary's full name and their residential address.
10. If the beneficiary is an individual, fill in their date of birth and home telephone number.
11. Select the relationship to the deceased from the provided options.
12. Enter the social security number of the beneficiary if applicable; if the beneficiary is a trust or corporation, provide their tax identification number.
13. Indicate the requested type of settlement by selecting one of the options.
14. Complete the federal tax section by selecting whether to have taxes withheld and entering the appropriate information.
15. Sign the form, including the date, to certify that all information provided is true and correct.
16. Finally, save changes to the form, then proceed to download or share it as needed.

Complete your Annuity Claim Form online today to ensure your claim is processed efficiently.