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How to fill out the Prudential ORD310015 online
Filling out the Prudential ORD310015 form is an essential step for beneficiaries to claim the annuity benefits owed to them. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to complete the Prudential ORD310015 form online.
- Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Begin by providing basic information about the beneficiary in Section 1, including their full name, Social Security number, date of birth, address, phone numbers, and email address.
- In Section 2, enter the details of the deceased, including their name, Social Security number, date of birth, and date of death.
- Refer to Section 3 for the annuity contract information. List the contract number(s) for which you are submitting a claim.
- In Section 4, select how you wish to receive your funds by completing either the Lump Sum, Continuation Options, Annuity Payout Options, or Additional Claim Options. Remember to choose only one option.
- If applicable, complete Section 5 to designate beneficiaries for any continuation options. Make sure to indicate their percentage share.
- Fill out Section 6 for tax withholding preferences. Specify any federal and/or state taxes to be withheld from your distribution.
- In Section 7, complete the tax certification, ensuring your taxpayer identification number is correct. Acknowledge the backup withholding status if relevant.
- Sign and date the form in Section 8 to validate your claims submission.
- Once all sections are completed, review the information for accuracy. Then, save your changes, and send the form along with the required documentation to the address specified on the form.
Complete your claim by filling out the Prudential ORD310015 online now.
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To check your Prudential account balance, log in to your account on the Prudential website. After logging in, navigate to the account balance section where your Prudential ORD310015 balance will be displayed. This allows you to quickly assess your financial standing. For more detailed information, you can contact customer support or review your account statements.
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