Get Beneficiary Designation Form - Annuities

This guide is designed to help users fill out the Beneficiary Designation Form for annuities online. By following these clear steps, you will be able to complete the form accurately and efficiently, ensuring your beneficiary information is properly designated.

Follow the steps to complete the Beneficiary Designation Form online effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Locate the contract or certificate number section at the top of the form. Fill in your contract or certificate number accurately to ensure proper processing.
3. Provide your name as the owner of the annuity in the designated owner field. Additionally, include your daytime phone number for contact purposes.
4. Enter your social security number or tax identification number in the specified field.
5. If applicable, indicate that you are revoking any previous beneficiary designations and state that these new designations will be subject to any existing assignments.
6. Begin filling out the primary beneficiary information by entering their full name, address, phone number, social security number, date of birth, relationship to you, percentage of benefit they will receive, and their email address.
7. Continue adding additional primary beneficiaries as needed by repeating the information entry process.
8. Next, complete the contingent beneficiary section by providing the same set of information for each contingent beneficiary.
9. If you have joint owners, fill in the primary and contingent beneficiary information for them as applicable, following the same method as above.
10. Ensure that all necessary signatures are provided by the owner, joint owner (if applicable), and any irrevocable beneficiaries in the designated signature area.
11. Review the form for accuracy and completeness. Make sure Page 2 of the form is completed if required to avoid any delays.
12. Once all sections are accurately filled out, save your changes, and proceed to download, print, or share the form as needed.

Start filling out your Beneficiary Designation Form online today.