Get Change Of Ownership Form Change Of Beneficiary Form Athene ...

Filling out the Change Of Ownership Form and Change Of Beneficiary Form for Athene can seem daunting, but with clear guidance, you can navigate it confidently. This guide will provide you with step-by-step instructions to ensure you complete the forms correctly and efficiently online.

Follow the steps to successfully complete your forms online.

1. Click ‘Get Form’ button to access the Change Of Ownership Form and open it in your preferred document editor.
2. Begin with section 1, Policy Information. Fill in the policy number, name of insured or annuitant, name of the current owner, and joint owner’s name if applicable.
3. In section 2, Owner Designation, indicate the name of the new owner and their relationship to the current owner. Provide their street address, city, and any mailing address if different.
4. If applicable, include the new joint owner's details, including their name, relationship to the current owner, and address. Ensure to fill in the contingent owner's details if you are assigning a new contingent owner.
5. Proceed to section 3, Required Signatures. Each existing owner must sign and date the form. If you reside in a community property state, include the existing owner’s spouse's signature.
6. For the Change of Beneficiary section, complete the primary and contingent beneficiary designations. Include names, relationships to the owner, dates of birth, social security numbers, and the percentage of benefits allocated to each beneficiary, ensuring they total 100%.
7. If you are in a community property state, secure the signature of the existing owner's spouse. If you live in Massachusetts, make sure to have witnesses sign as required.
8. Review all entered information for accuracy, save your changes, and download or print the completed form for your records.

Complete your Change Of Ownership Form and Change Of Beneficiary Form online today for a smooth and efficient process.