E the existing contingent beneficiary designation. Requests may be submitted via fax to 1-860-380-3280 as long as an original signature is already on file. Changes become effective on the date that we deem the request to be in good order. Your beneficiary change request will not be changed if: • the annuity is owned by a custodian. Please contact the custodian directly. • the annuity is owned by a non-natural owner for a variable contract, CRC Select I, CRC Select II, CRC Select III, CRC Gen.
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How to fill out The Hartford HL-17247 online
Filling out The Hartford HL-17247, an annuity beneficiary change request form, can be straightforward when you follow the necessary steps. This guide will provide you with clear, user-friendly instructions to assist you in completing the form accurately online.
Follow the steps to complete your request effectively.
- Click the ‘Get Form’ button to obtain the form and open it in your preferred online editing tool.
- In Section A, provide the required contract owner information. You will need to enter the contract number, the contract owner's name, their Social Security or Tax Identification Number, and a telephone number including the area code. It is also required to provide an email address and specify the best times to call.
- If there is a joint contract owner, include their name and Social Security or Tax Identification Number in the appropriate fields.
- Proceed to Section B, where you will designate your primary or contingent beneficiaries. You can list up to eight beneficiaries and must provide at least three of the following details for each: address, Social Security Number or Tax Identification Number, date of birth, and their relationship to you. Remember to specify shares as either a percentage total of 100% or as 'Equal Shares' without detailing specific dollar amounts.
- If you have more than eight beneficiaries, attach a separate sheet with the required information for additional beneficiaries.
- In Section C, both contract owners must provide signatures to acknowledge the changes being made. Ensure that signatures and dates are provided accurately.
- Review your form for accuracy, ensuring that all required fields are completed and that the total percentages equal 100%.
- Once verified, save your changes, download a copy for your records, and print the completed form if necessary. You may also need to submit it via fax or mail as per the guidelines provided.
Begin your process by completing The Hartford HL-17247 online today.
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