Get Ownershipannuitant Change

This guide provides a clear, step-by-step approach to completing the OwnershipAnnuitant Change form online. Whether you are changing the owner or annuitant of your annuity contract, this guide will help you navigate through the process with ease.

Follow the steps to successfully complete the OwnershipAnnuitant Change form.

1. Press the 'Get Form' button to access the OwnershipAnnuitant Change form and open it in your document editor. Ensure that you have a compatible device for smooth navigation.
2. Begin by entering the annuity contract number and the names of the current contract owner or minor, and the current joint contract owner or custodian if applicable. Ensure all names are spelled correctly.
3. If you are changing the contract owner, select the appropriate option for modification, and fill in the details of the new contract owner, including their full name, date of birth, phone numbers, and address for tax reporting.
4. If applicable, add information for a new joint owner or custodian, ensuring you check only one option to avoid confusion. Fill in the required personal details and addresses.
5. When changing the annuitant, select the modification option and provide details for the new annuitant, including their name, date of birth, and address. Ensure the selected annuitant meets the criteria specified in the instructions.
6. Prior to signing, review all entries and confirm accuracy. All current and new contract owners must sign and date the form, including acquiring a Medallion Signature Guarantee if required.
7. After completing all sections, save your changes. You can download or print the form. Once ready, submit the form to the designated address provided. Keep a copy for your records.

Complete your OwnershipAnnuitant Change form online today for a seamless transition.