Get Assignment Of Periodic Payment Policy

Filling out the Assignment of Periodic Payment Policy online can seem complex, but with clear guidance, you can complete it efficiently. This document is essential for assigning your rights and interests in your insurance policy, providing security for future payments.

Follow the steps to complete your assignment form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the contract information in the specified fields. This includes details such as your contract number, name of the annuitant, and the name of the contract owner. Ensure all names are spelled correctly and match the information on your policy.
3. Provide the social security number for both the contract owner and the joint owner, if applicable. This step is crucial for identification purposes.
4. Complete the address section by filling in your street address, city, state, and zip code to ensure proper correspondence.
5. In the assignment section, clearly state your name as the assignor and enter the name of the assignee. Fill in the policy number to specify which policy you are assigning.
6. Indicate the amount of guaranteed income to be assigned and the effective dates for this payment. Make sure to also mention the payee's name correctly.
7. Review the acknowledgment section. Sign and date the form as the owner. If there is a joint owner or spouse, they must also provide their signature and date.
8. If applicable, complete the notary section based on your state’s requirements, ensuring that the signature is certified accordingly.
9. After reviewing the form for accuracy, you can proceed to save your changes. Options may include downloading, printing, or sharing the form as needed.

Complete your documents online today and ensure your assignment is processed smoothly.