Get Non-financial Change Form

Filling out the Non-Financial Change Form online is a straightforward process that allows users to make essential updates to their insurance or annuity records. This guide provides clear instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out the Non-Financial Change Form online.

1. Press the ‘Get Form’ button to access the Non-Financial Change Form and open it in your preferred online editing tool.
2. Begin by entering your contract number in the designated field at the top of the form.
3. In the 'Owner SSN/TIN' section, input the Social Security Number or Tax Identification Number of the owner.
4. Complete the name fields, entering the owner’s name and the annuitant's name as applicable.
5. Fill in the 'Daytime Phone Number' for contact purposes.
6. In Section 1, choose the appropriate option for the address change by checking the corresponding box and provide the new address details including street, city, state, and zip code.
7. In Section 2, specify if there is a name change by checking the relevant box and provide the previous name along with the new name, ensuring to include the reason for the change.
8. For Section 3, enter the new maturity date in the space provided, and confirm with your plan administrator that no restrictions apply to the change.
9. In Section 4, list the names, addresses, relationships, percentages, and dates of birth of any primary and contingent beneficiaries, ensuring total designations equal 100%.
10. If you are making an ownership change in Section 5, check the correct option, enter the new owner's information, and ensure the existing owners sign Section 8.
11. For joint annuitant changes in Section 6, complete the relevant fields for the new annuitant, following any noted restrictions.
12. Use Section 7 for any special instructions that may be necessary to clarify your requests.
13. Finally, in Section 8, obtain the required signatures from the owner(s), participant, and plan administrator, as well as spousal consent if applicable.
14. Once all sections are completed, users can save their changes, download a copy of the form, print it, or share it as necessary.

Start filing your documents online today!