Get Statement Of Claimant For Annuities (caflmnny)

Filling out the STATEMENT OF CLAIMANT FOR Annuities (CAFLMNNY) form online is a crucial step for individuals seeking to claim benefits from an annuity contract. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to complete the form online.

1. Click the ‘Get Form’ button to access the STATEMENT OF CLAIMANT FOR Annuities (CAFLMNNY) form in the online editor.
2. Begin with Section 1, where you must provide the deceased participant's information. Fill in the contract number, the name of the deceased, their Social Security number, date of death, and if applicable, the participant's employer name for 457 contracts.
3. Proceed to Section 2, which is for beneficiary information. Choose either Section A for individual beneficiaries or Section B for trusts, estates, or entities. Ensure you provide all required identification numbers, addresses, and dates of birth as applicable.
4. In Section 3, select the type of settlement option that you wish to pursue. Carefully review all choices provided, such as lump sum check options and annuity settlement options, and make sure to select your preferred choice.
5. In Section 5, specify federal and state tax withholding preferences. Understand your tax obligations and select the options that apply to your situation, including any additional withholding amounts.
6. Review the important notices in Section 6 regarding your rights and the obligations of the insurance company. Ensure that you understand the implications of your claims process.
7. Complete Section 7, where the authorized signer must provide their name, signature, and date. This section certifies the correctness of the provided information and tax withholding.
8. If applicable, have the employer or fiduciary complete Section 8. This may be necessary depending on the contract terms associated with the claim.
9. After filling out all sections, review the form for completeness and accuracy to ensure submission in good order. You may then save your changes, download, print, or share the completed form according to your needs.

Start filling out your STATEMENT OF CLAIMANT FOR Annuities (CAFLMNNY) online now to efficiently manage your claim process.