Get Aig Annuity Forms

Filling out the Aig Annuity Forms online can streamline your process and ensure accurate submissions. This guide provides a clear, step-by-step approach to help you complete each section effectively.

Follow the steps to complete your annuity forms with ease.

1. Click ‘Get Form’ button to obtain the form and access it in your preferred document editor.
2. Begin by entering your account information. Fill in the account number, SSN or TIN, owner’s last name, first name, middle initial, joint owner's or annuitant's details, complete your address, and provide your phone number and email.
3. If you have elected a living benefit, use section 2 to set up your income under this feature. Choose the appropriate income option and provide the necessary details.
4. If you have not elected a living benefit, proceed to section 3 to establish standard systematic withdrawals. Specify the amount or percentage you wish to withdraw.
5. In section 4, select your frequency of withdrawals. Choose from monthly, quarterly, semiannually, or annually. If applicable, provide a specific start date for withdrawals.
6. Fill out section 5 regarding tax withholding. Decide whether to withhold federal and state income tax and specify amounts if desired.
7. Choose your delivery option in section 6. You can opt for electronic fund transfer (EFT) or request the amount to be mailed to your registered address. If selecting EFT, complete the required bank account details.
8. Finally, review section 7 to sign and date the form. Be sure to include signatures for both the owner and joint owner if applicable.

Complete your Aig Annuity Forms online today to ensure a seamless experience.