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This document serves as an application form for adding additional beneficiaries to an annuity policy with American National Insurance Company, including necessary personal information for the owner
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How to fill out application - additional beneficiary

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How to fill out Application - Additional Beneficiary Page for Annuity

01
Obtain the Application - Additional Beneficiary Page from your insurance provider or financial institution.
02
Read the instructions carefully to understand the information required.
03
Fill in your personal details at the top of the page, including your name, address, and policy number.
04
List the primary beneficiary's information, ensuring to include their full name, relationship to you, and percentage of the benefit they will receive.
05
If applicable, add additional beneficiaries by providing their full names, relationships, and the percentage of the benefit for each.
06
Review your entries for accuracy and completeness to avoid any delays.
07
Sign and date the form to validate your entries.
08
Submit the completed Application - Additional Beneficiary Page to your insurer as instructed, either by mail or electronically.

Who needs Application - Additional Beneficiary Page for Annuity?

01
Individuals seeking to designate beneficiaries for their annuity contracts.
02
Policyholders wanting to ensure their assets are distributed according to their wishes after death.
03
People who have experienced life changes such as marriage, divorce, or birth of a child and need to update beneficiary information.
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Use form VL 20795-LB if the account has a living benefit. Used for accounts with living benefits to establish a systematic withdrawal of the MAWA or a designated amount less than tor equal to the MAWA. This form should only be used for accounts with living benefits.
Contact your insurance company Whether you file your car insurance claim over the phone, online, through a mobile app, or with an agent, your insurer will likely request the following details: Location, date, and time of accident. Name, address, phone number, and insurance policy number for all involved in the accident.
Start your claim without logging into an online account. Please supply as much information as possible to ensure faster processing times. If you are reporting a glass only claim, please call 1(800) 333-2860 and follow the prompts to report your claim.

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The Application - Additional Beneficiary Page for Annuity is a form used to designate additional beneficiaries for an annuity contract, allowing policyholders to specify who will receive benefits in the event of their passing.
Anyone who holds an annuity and wishes to add or change beneficiaries is required to file the Application - Additional Beneficiary Page for Annuity.
To fill out the form, provide personal information such as your name, address, and details about the annuity, along with the names, relationships, and percentage shares of the additional beneficiaries.
The purpose is to ensure that the annuity benefits are distributed according to the policyholder's wishes by officially designating additional beneficiaries.
The form must include the policyholder's personal details, the annuity contract information, and the names, contact information, and shares of the additional beneficiaries.
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