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ANNUITY CLAIM STATEMENT FOR BENEFICIARIES Please return the completed form along with the Insured's certified death certificate and the tax withholding notice. The furnishing of this form is not to

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What is annuity claim statement?

An annuity claim statement is a document submitted to claim benefits from an annuity policy.

Who is required to file annuity claim statement?

The policyholder or beneficiary is required to file an annuity claim statement.

How to fill out annuity claim statement?

The annuity claim statement should be filled out with personal information, policy details, and reasons for making the claim.

What is the purpose of annuity claim statement?

The purpose of an annuity claim statement is to request benefits from an annuity policy.

What information must be reported on annuity claim statement?

The annuity claim statement must include personal details, policy information, and reasons for filing the claim.

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