Get Prudential Ord 04409 2019-2025

Filling out the Prudential ORD 04409 form online is a crucial step for individuals managing beneficiary continuation options. This guide provides a detailed walkthrough to help you complete the form accurately and efficiently.

Follow the steps to complete your Prudential ORD 04409 form online.

1. Press the ‘Get Form’ button to access the form and open it in your editing tool.
2. Begin with Section 1, where you will input the reference annuity information. Provide details such as the reference annuity number, owner name, Social Security or Tax I.D. number, date of birth, and type of annuity.
3. In Section 2, identify the beneficial owner. Enter their details, including gender, date of birth, Social Security or Tax I.D. number, contact information, and address. Check the appropriate box if the owner is a trust.
4. Continue to Section 3, where you will fill in the key life details if applicable. Input the key life’s name, date of birth, and contact information.
5. Move to Section 4 to list successor beneficiaries. Provide each successor's name, relationship to the beneficial owner, date of birth, Social Security or Tax I.D. numbers, and their address details.
6. In Section 5, refer to the allocation instructions and complete them as needed.
7. Section 6 requires you to indicate any required distributions. Fill out the start date and specify the payment frequency required.
8. In Section 7, complete the income tax withholding notice and election. Choose the appropriate options for federal and state taxes.
9. Provide payment and mailing instructions in Section 8, including whether payments should be made via direct deposit or check.
10. Use Section 9 to opt into any optional programs, such as auto-rebalancing or dollar cost averaging, and fill out the details accordingly.
11. Finally, review Section 10 for authorized access by financial professionals if applicable, and sign the document in Section 11. Ensure all required signatures and dates are included before proceeding.
12. Once all sections are completed, you can save your changes, download, print, or share the form as needed.

Complete your Prudential ORD 04409 form online today for a seamless experience.