Get Application For Annuity *app* Issued By American National Insurance Company One Moody Plaza

Filling out the Application For Annuity APP issued by American National Insurance Company online requires careful attention to detail. This guide provides clear and supportive instructions to assist users through each section of the form.

Follow the steps to successfully complete your annuity application online.

1. Use the ‘Get Form’ button to obtain the form and open it in your online editor.
2. Begin by filling out the ANNUITANT section. Enter the last name, first name, and middle initial of the annuitant. Specify the gender and confirm U.S. citizenship by checking 'Yes' or 'No'. Provide the date of birth, age, Social Security Number, and a daytime telephone number. Complete the address fields including city, state, and ZIP code.
3. Next, complete the OWNER section if it is different from the annuitant. Enter the necessary personal details similar to the ANNUITANT section including name, gender, citizenship status, and date of birth. If the owner is a trust, corporation, or charity, ensure that you have the required documents ready to submit with the application.
4. If applicable, fill out the JOINT OWNER section. Provide the name, gender, U.S. citizenship status, and contact information of the joint owner. Note their relationship to the owner.
5. Proceed to the PRIMARY BENEFICIARY section. For each beneficiary, enter their name, gender, relationship to the annuitant, Social Security Number, date of birth, and address. Ensure all required fields are filled out completely. If more than two beneficiaries are needed, complete the additional beneficiary page.
6. Specify the NAME OF ANNUITY PRODUCT APPLIED FOR in the respective field, and ensure that a signed copy of the product disclosure form is submitted.
7. Indicate the APPLIED FOR ANNUITY TYPE by selecting the appropriate option among non-qualified, qualified, cash with application, rollover, 1035 exchange, or transfer. Include the amount paid with the application, ensuring that the check is made payable to the American National Insurance Company.
8. If applicable, fill out the BILLING DATA section, specifying the mode and method of payment for flexible annuities.
9. For income options related to immediate annuities, select from the provided payout options and complete the necessary details regarding payment frequency and methods.
10. Carefully review the TOTAL INSURANCE/ANNUITIES IN FORCE ON PROPOSED ANNUITANT section, answering the questions regarding existing life insurance or annuities.
11. In the APPLICATION SIGNATURES section, ensure all required parties sign and date the application, affirming the truthfulness of the information provided.
12. Once all sections are completed and signed, save changes, download, print, or share the completed application form as needed.

Complete your annuity application online today to secure your financial future.