Get Nationwide Aaf-0107ao 2021-2025

Filling out the Nationwide AAF-0107AO, also known as the annuity beneficiary claim form, can seem daunting. However, this guide will provide you with clear and supportive instructions to help you complete the form efficiently and accurately.

Follow the steps to successfully complete the AAF-0107AO form online.

1. Click the ‘Get Form’ button to access the Nationwide AAF-0107AO form and open it in the online editor.
2. Begin by filling in the information about the deceased individual, including their name and contract number. Ensure accuracy in every detail.
3. Next, enter the claimant's information, specifically the person claiming the annuity benefit. Include their name, Social Security Number (SSN) or Tax Identification Number (TIN), date of birth, address, phone number, and email address. If applicable, check the box if the claimant is a surviving spouse.
4. If the claimant is a trust or estate, provide the name of the estate or trust, along with the executor or trustee's name and their TIN/EIN/SSN. Attach the necessary certification forms as required.
5. Proceed to the spousal elections section (if applicable) and select either the re-registration of the annuity contract or the election to be treated as a beneficiary. Follow the required actions for your chosen option.
6. In the distribution options section, carefully choose a distribution option that best meets your needs. Review the details and ensure you complete any sub-sections related to selected options.
7. Enter your preferred payment method, whether it's direct deposit or receiving a check. Fill in all relevant banking information if necessary.
8. Specify any tax withholdings you wish to set up. Note that Nationwide will withhold federal tax unless directed otherwise.
9. List any new beneficiaries in the designated section, ensuring that allocations equal 100% for both primary and contingent beneficiaries.
10. Complete the fraud disclosure section applicable to your state. This is crucial for compliance.
11. Acknowledge the fraud statement if you are a resident of New York and sign the form as required.
12. Certify your taxpayer ID details, ensuring accuracy to avoid penalties.
13. Finally, sign and date the form in the designated section for the beneficiary and any applicable executor or trustee, before submitting the completed form according to the instructions.

Complete the Nationwide AAF-0107AO form online today to ensure a smooth claims process.