Get Group Tax-deferred Annuity Enrollment Form - Ameritas Life ...

Filling out the Group Tax-Deferred Annuity Enrollment Form is an essential step for individuals looking to enroll in a tax-deferred annuity plan offered by Ameritas Life. This guide will take you through the process of completing the form online, ensuring that you have all the necessary information at hand for a smooth enrollment experience.

Follow the steps to successfully complete your enrollment form.

1. Click ‘Get Form’ button to access the enrollment form and open it in your editor.
2. Begin by entering your personal information. Fill in your date of birth and date of employment. Provide your full name and address, ensuring accuracy for your records.
3. Indicate your occupation and Social Security number. These details are important for identification and reference.
4. Next, fill in your employer's name and address. Alongside, provide your annual earnings, including the salary reduction amount you wish to designate.
5. Record your policy number, gender, billing number, and the number of reductions per year. Specify the effective date by selecting the month, day, and year.
6. Select your preferred frequency of payment (semi-monthly, monthly, biweekly, or weekly) and fill in the first reduction or billing date.
7. For beneficiary designation, list primary beneficiaries and their respective percentages. Ensure that the total equals 100%. Complete each field with their full name, Social Security number, date of birth, address, and relationship to you.
8. Repeat the process for any contingent beneficiaries, making sure their total percentage also equals 100%.
9. Review all information for accuracy. Confirm that your date of birth, Social Security number, and beneficiary details are correct.
10. Finally, sign the form electronically, add the date, and provide your phone number. Save the completed form, and you can choose to download, print, or share it as necessary.

Complete your Group Tax-Deferred Annuity Enrollment Form online today to secure your financial future.