Get Annuity Contract Instructions

Completing the Annuity Contract Instructions form online can seem daunting, but with a clear guide, the process becomes straightforward. This guide provides step-by-step instructions to help you accurately complete the form and ensure that your submission is processed without delays.

Follow the steps to successfully fill out the Annuity Contract Instructions form.

1. Click the ‘Get Form’ button to download the form and open it in your preferred editor.
2. Begin by filling in the participant information section, including your contract number, name, and Social Security Number. Ensure that all details are accurate, as incomplete information can delay processing.
3. Specify the loan amount you are requesting in the loan amount section. Please remember to adhere to the minimums stated; each loan must usually be at least $500 or $1,000 depending on the type of annuity.
4. Indicate the repayment period. Choose either a period for general purposes (1 to 5 years) or for purchasing a principal residence (up to 20 years).
5. Select your repayment method. You can opt for Payment Coupons or Electronic Payment Authorization. If you choose electronic payments, include accurate bank account information.
6. Review the additional loan disclosure section to confirm if you have any outstanding loans from other plans, as this affects your maximum loan amount.
7. Sign and date the participant signature section. This is crucial for the validity of the form.
8. If required, ensure that your employer or third-party administrator signs in the appropriate section, confirming your eligibility for the loan.
9. Finally, choose your submission method. You can submit the completed form via regular mail or fax to the designated address provided in the instructions.

Begin filling out the Annuity Contract Instructions form online today to ensure a smooth submission process.