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  • Settlement Option Request Form For Contract - Allianz Life

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Allianz Life Insurance Company of North America PO Box 59060 Minneapolis, MN 554590060 Phone: 800.950.1962 Fax: 763.582.6004 Overnight Address: 5701 Golden Hills Drive Minneapolis, MN 554161297 Settlement.

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The death benefit generally equals the annuity value at the contract holder's death. If the contract holder dies before they have started receiving payments from their annuity, the beneficiary will receive a lump-sum payment.

File a claim Document. Step 1: Get started. Begin the process by filling out a few questions about the annuity contract owner or life insurance policy owner or by calling one of our representatives. ... Email. Step 2: Return claim form packet to Allianz. ... Success. Step 3: Processing.

Prior to annuitization, Allianz Benefit Control® Annuity gives you two death benefit options. Your beneficiary(ies) can receive the greater of the accumulation value, guaranteed minimum value, or cumulative withdrawal amount as a lump sum (this option doesn't include any premium or interest bonuses).

Issuer Review: Allianz SE and Allianz Life Annuities are NOT guaranteed. They are only backed by the ability of the issuing insurance company's ability to pay. Therefore if the issuer goes bankrupt, you are at risk of losing everything! Allianz SE is a global financial services group headquartered in Munich, Germany.

If your contract includes a death benefit, remaining annuity payments are paid out to your beneficiary in either a lump sum or a series of payments. You can choose one person to receive all the available funds or several people to receive a percentage of remaining funds.

Withdrawals can only be made payable and sent to the contract owner or financial institution for the benefit of the contract owner. Direct Deposit to owner's checking or savings account - no fee (recommended option) Send disbursement to financial institution. Send disbursement to owner's Brokerage Account.

After an annuitant dies, insurance companies distribute any remaining payments to beneficiaries in a lump sum or stream of payments. It's important to include a beneficiary in the annuity contract terms so that the accumulated assets are not surrendered to a financial institution if the owner dies.

Payout options You can choose to take lifetime income withdrawals beginning at age 60. After your lifetime withdrawals begin, your income payments will have the opportunity to increase following each crediting period your contract earns interest, including the 150% interest bonus factor.

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© Copyright 1997-2025
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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
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
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 workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
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