Contingent beneficiary. Requests may be submitted via fax to 1-860-380-3280 as long as an original signature is already on file. A letter will be sent to the contract owner and the investment professional confirming the changes below. Changes become effective on the date that we receive a complete and valid request. If you want to change the beneficiary of an annuity contract owned by a custodian, please contact the custodian directly. The beneficiary listed on your contract must be the custodia.
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How to fill out The Hartford HL-17247 online
Completing The Hartford HL-17247 form online can streamline the process of changing or adding beneficiaries to your annuity contract. This guide provides clear, step-by-step instructions to help you navigate each section of the form efficiently.
Follow the steps to complete your annuity beneficiary change request.
- Click the ‘Get Form’ button to access the form electronically and open it in your preferred editing software.
- Begin by filling out Section A, which requires contract owner information. Provide the contract number, the names and Social Security or Tax Identification Numbers of the contract owner and annuitant (if applicable), and contact details like telephone number and email address.
- Proceed to Section B to add or change the primary beneficiary. Remember to assign whole percentages for each beneficiary that total 100%. Include at least three of the required four pieces of information for each primary beneficiary.
- If applicable, fill out Section C to add or change a contingent beneficiary. Similar to Section B, ensure the total percentages assigned sum to 100%, and provide at least the minimum required information.
- In Section D, complete the acknowledgements and signatures. Ensure that all necessary parties have signed, including any joint contract owners. If a Power of Attorney is signing, include the signature guarantee and a current copy of the POA agreement.
- Review the form for accuracy, ensuring all sections are filled correctly. Save your changes and download a copy for your records.
- Finally, submit the form via your chosen method, whether through fax or mail, according to the instructions provided on the document.
Start filling out The Hartford HL-17247 online now to ensure your beneficiary details are up to date.
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