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Get Name Change Address Change Form Athene Annuity Life
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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.
- Press the ‘Get Form’ button to obtain the NAME CHANGE ADDRESS CHANGE FORM and open it in your preferred editing tool.
- 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.
- 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.
- 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.
- Complete the required fields for the Former Name, Print Present Name, and Sign Present Name for the person changing their name.
- 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.
- 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.
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.
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