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  • Name Change Address Change Form Athene Annuity Life

Get Name Change Address Change Form Athene Annuity Life

NAME CHANGE & ADDRESS CHANGE FORM Athene Annuity & Life Assurance Company of New York This form is to be used for a change in LEGAL NAME OR ADDRESS ONLY. A request to change Beneficiary(ies).

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How to fill out the NAME CHANGE ADDRESS CHANGE FORM Athene Annuity Life online

This guide provides comprehensive instructions for completing the NAME CHANGE ADDRESS CHANGE FORM for Athene Annuity Life. Whether you are updating your legal name or address, following these steps will help ensure that your information is accurately recorded.

Follow the steps to complete the form online with ease.

  1. Press the ‘Get Form’ button to obtain the NAME CHANGE ADDRESS CHANGE FORM and open it in your preferred editing tool.
  2. In the Policy Information section, enter your Policy/Contract Number, the Name of the Insured/Annuitant, the Name of the Owner, and the Name of the Joint Owner if applicable.
  3. Choose the appropriate option(s) for the Change of Address section by marking the checkbox next to the relevant person (Insured/Annuitant, Owner, etc.). Fill in the Street Address, City, State, and Zip Code for the new address. If the mailing address is different, provide the details in the designated fields as well.
  4. In the Name Change section, select the reason for the name change (marriage, divorce, etc.) and specify who is changing their name (Insured/Annuitant, Owner, etc.). Make sure to submit a copy of the supporting legal document as required.
  5. Complete the required fields for the Former Name, Print Present Name, and Sign Present Name for the person changing their name.
  6. For the Required Signatures section, the Owner and Joint Owner (if applicable) must sign and date the form. If applicable, a witness must also sign and provide their address.
  7. Once all sections are complete, you can save your changes, download the form, print it, or share it as needed.

Complete your NAME CHANGE ADDRESS CHANGE FORM online for seamless processing.

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It is also important to understand that most annuities offer what is called a “free withdrawal provision.” This provision allows a contract owner the ability to withdraw a designated portion of their funds, often 10 percent each year, without incurring a surrender charge.

Free withdrawals: up to 10% of the full Accumulated Value (as of the most recent Contract Anniversary) beginning in the first contract year. Withdraw up to 100% for qualifying confinement and terminal illness. Waivers/Benefits available after the first Contract Year. Multiple annuity payout options.

Athene is a reputable company with strong financial ratings. However, there are other annuity companies, so be sure to compare options before making a decision.

You can withdraw money from an annuity without incurring a surrender charge in a few ways—but it depends on what your provider allows and if you meet specific criteria. For example, there may be exceptions to the surrender charge in your contract.

Call 888-266-8489 to speak to a customer service representative.

Please call our Customer Service Representatives at 888‑266‑8489 (888‑ANNUITY), select Option 1, then Option 3, for additional assistance. *Life claims require a certified copy of the death certificate.

The annuity company will pay you the Cash Surrender Value. The Accumulated Value less any applicable Withdrawal Charges, plus or minus any applicable Market Value Adjustments less any applicable Premium Bonus Vesting Adjustments; or The Minimum Guaranteed Value.

Withdrawals of taxable amounts are subject to ordinary income tax, and if made before age 59½, may be subject to a 10% federal income tax penalty. If you surrender your annuity or withdraw an amount that exceeds the Free Withdrawal amount during the 6-year Withdrawal Charge Period, a Withdrawal Charge will apply.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232