Get Et-2700 2023-2026

Filling out the ET-2700 form online can be a straightforward process when you understand each section clearly. This guide is designed to assist users, regardless of their legal experience, in accurately completing the Deferred Annuity Claim Form provided by EquiTrust Life Insurance Company.

Follow the steps to complete your ET-2700 form efficiently.

1. Click the ‘Get Form’ button to access the ET-2700 online form and open it in your preferred editor.
2. In the 'Annuity contract numbers' section, enter all applicable contract numbers for which you are filing a claim for death benefits. Ensure that all numbers are correct as they must match your records.
3. Fill in the 'Information about the deceased' section with details such as the decedent's name, date of birth, and date of death. If applicable, include any other names they are known by along with their social security number and the country where the death occurred.
4. Provide a certified copy of the death certificate showing the cause of death. If the death occurred outside of the United States, include a U.S. Consular’s Report.
5. In the 'Beneficiary information' section, designate your capacity when claiming the death benefit. Choose the appropriate option, whether you are a beneficiary, trustee, executor, or another entity; complete necessary forms for each role.
6. Enter the 'Beneficiary contact information' including name, date of birth, social security or tax identification number, phone number, and address. Ensure that this information is accurate and fully completed.
7. Select one payment option in the 'Payment options' section. Evaluate each option carefully, considering the financial implications, and consult with a financial advisor if needed.
8. If applicable, complete section six regarding 'My Beneficiary(ies)', ensuring that all percentages total 100% for both primary and contingent beneficiaries.
9. Complete the 'Tax withholding' section to select federal and state income tax withholdings. Remember, if no option is selected, a default of 10% may apply.
10. Review the 'Certification of taxpayer identification number' section and ensure accuracy to avoid backup withholding issues.
11. Sign and date the form in the 'Required signatures' section. Ensure your signature is notarized if required.
12. Review all entries for accuracy before saving changes, downloading a copy, or printing the completed form for submission.

Complete your ET-2700 form online today for a smooth claims process.