Get Prudential Ord 04409 2022-2025

Filling out the Prudential ORD 04409 is a crucial step for managing beneficiary options related to your annuity. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

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

1. Click ‘Get Form’ button to obtain the Prudential ORD 04409 form and open it in the editor for online completion.
2. Fill out Section 1 with the reference annuity information, including the reference annuity number, owner's full name, Social Security or Tax ID number, date of birth, and type of annuity. Ensure all information is typed for clarity.
3. Move to Section 2 to enter the details of the Beneficial Owner. Include their name, date of birth, Social Security or Tax ID number, and contact information. If the Beneficial Owner is an entity or trust, indicate appropriately and fill out the required details.
4. In Section 3, specify the Key Life beneficiary. This is the person whose life affects the payment options under the Beneficiary Continuation Option. Complete their details only if the Beneficial Owner is a Grantor Trust.
5. Proceed to Section 4 to name the successors. Fill in each successor's name, percentage of benefit, relationship, date of birth, and contact information. Include contingent successors if applicable.
6. Section 5 requires completing a Beneficiary Continuation Option Allocation Instruction Form if there are specific allocation instructions.
7. In Section 6, indicate if required distributions should be scheduled and select the start date and frequency of payments. Note the different rules for qualified and non-qualified agreements.
8. Fill out Section 7 regarding income tax withholding elections. Choose whether to withhold federal and state income taxes and complete any necessary IRS forms.
9. For payment instructions, navigate to Section 8. Choose direct deposit options and provide bank information or select if a check should be mailed. Attach a voided check for direct deposit requests.
10. In Section 9, indicate any optional programs such as auto-rebalancing or dollar cost averaging, including relevant percentages and start dates.
11. Finally, complete Section 10 with your authorization for a financial professional, if applicable, and then proceed to Section 11 to provide signatures, confirming the accuracy of your information.

Complete the Prudential ORD 04409 form online to ensure your beneficiary options are correctly managed.