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Get the free Accumulator® Series Inherited Annuity Beneficiary Continuation Option (BCO) for NQ E...

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This form allows beneficiaries of the Accumulator Series Non-Qualified (NQ) contracts to elect the Beneficiary Continuation Option (BCO) upon the death of the contract owner, detailing eligibility,
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How to fill out Accumulator® Series Inherited Annuity Beneficiary Continuation Option (BCO) for NQ Election Form

01
Obtain the Accumulator® Series Inherited Annuity Beneficiary Continuation Option (BCO) for NQ Election Form from the official website or your financial advisor.
02
Read the form instructions thoroughly to understand the requirements and sections you need to fill out.
03
Begin by entering your personal information, including your name, address, and social security number in the designated fields.
04
Identify the owner of the original annuity and fill in their details as required.
05
Proceed to the beneficiary section and provide the required information for each beneficiary wishing to continue with the annuity.
06
Specify the election for the continuation option and check the appropriate boxes as needed.
07
Review any additional options or acknowledgments and make sure to sign and date the form.
08
Submit the completed form as per the instructions, ensuring you keep a copy for your records.

Who needs Accumulator® Series Inherited Annuity Beneficiary Continuation Option (BCO) for NQ Election Form?

01
Individuals who have inherited an Accumulator® Series Inherited Annuity and want to continue the benefits under the Beneficiary Continuation Option.
02
Beneficiaries of a deceased annuity holder who wish to make distributions or manage the annuity tax-efficiently.
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The Accumulator® Series Inherited Annuity Beneficiary Continuation Option (BCO) for NQ Election Form is a form used by beneficiaries of an inherited annuity to elect continuation of the annuity benefits under certain provisions. This option allows beneficiaries to maintain the tax-deferred status of the inherited annuity.
The beneficiaries of an inherited Accumulator® Series annuity are required to file the BCO form to ensure that they can continue to receive benefits under the inherited annuity.
To fill out the BCO form, beneficiaries must provide details such as their personal information, the deceased annuity owner's information, select the continuation option they prefer, and sign the form to confirm their agreement to the terms of the continuation.
The purpose of the BCO form is to allow beneficiaries to formalize their decision regarding the continuation of benefits from an inherited annuity, ensuring compliance with tax regulations and allowing for the continued growth of the annuity.
The information that must be reported includes the names and contact information of the beneficiary and the deceased, the annuity account number, the type of continuation option chosen, and any relevant selections or elections regarding distribution of benefits.
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