Get Ing Ownership Change Form - Cweb For Advisors

Filling out the ING Ownership Change Form - CWEB For Advisors online can streamline the process of managing annuity ownership changes. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to access the ING Ownership Change Form. This will enable you to open the document and begin filling it out.
2. In Section 1, enter the contract information. Fill in the owner's name, contract number, Social Security number or taxpayer identification number, and phone number. If there is a joint owner, provide their information as well.
3. Proceed to Section 2 for an address change if needed. Indicate which individual’s address is changing by checking the appropriate box and providing the new address and phone number.
4. In Section 3, if there is a name change for the owner or joint owner, select the relevant box. Then, provide the name before the change and the new name along with a supportive legal document.
5. For ownership changes in Section 4, select the appropriate option, such as adding a new owner or transferring to a trust. Fill in the new owner's name, their identification details, and the relationship to the current owner.
6. In Section 5, make any beneficiary changes by filling in the names and their respective percentages, ensuring that primary and contingent shares total 100% each.
7. Finally, in Section 6, both the current and joint owners must provide their signatures. Ensure the date is noted, and if applicable, include any required signatures from custodians or irrevocable beneficiaries.
8. After completing all sections, you can save changes, download the document, print it, or share it as needed.

Begin filling out your documents online today for a smoother experience!