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ANNUITY CLAIMANT S STATEMENT Member Company Erie Family Life Insurance Company. Home Office 100 Erie Insurance Place Erie Pennsylvania 16530 814. NOTE A separate annuity claimant s statement should be completed for each claimant beneficiary and each individual annuity claim. INSTRUCTIONS FOR COMPLETING CLAIMANT S STATEMENT This form must be executed before a WITNESS by the person or persons to whom the proceeds are payable. If the contract is pay...

How to fill out erie annuity disbursement forms

How to fill out erie annuity disbursement forms:

1. Gather all necessary information and documents, such as your annuity policy information, Social Security number, and bank account details.
2. Carefully read the instructions on the disbursement forms to understand the required information and sections to be filled out.
3. Begin by providing your personal details, including your full name, address, date of birth, and contact information. Ensure all information is accurate and up to date.
4. Next, provide your annuity policy details, such as the policy number, type of annuity, and any other relevant information as specified in the form.
5. If you're making a partial disbursement, indicate the amount you wish to withdraw or specify the reason for the disbursement.
6. If required, provide any applicable tax withholding information, such as your tax identification number or withholding election.
7. Sign and date the form, acknowledging that the information you provided is true and accurate to the best of your knowledge.
8. Make a copy of the completed form for your records before submitting it to the appropriate entity or individual.

Who needs erie annuity disbursement forms:

1. Individuals who have an annuity policy with Erie or its affiliated entities.
2. Policyholders who wish to make a withdrawal or disbursement from their annuity.
3. Anyone who needs to provide accurate information and documentation for the purposes of receiving annuity payments or making changes to their payment arrangements.

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What is erie annuity disbursement forms?

Erie annuity disbursement forms are official documents used to request the disbursement of funds from an annuity contract issued by Erie Insurance.

Who is required to file erie annuity disbursement forms?

Typically, the annuitant or the beneficiary of the annuity is required to file Erie annuity disbursement forms to access the funds.

How to fill out erie annuity disbursement forms?

To fill out Erie annuity disbursement forms, you need to provide personal information, details of the annuity, the amount to be disbursed, and any required signatures.

What is the purpose of erie annuity disbursement forms?

The purpose of Erie annuity disbursement forms is to formally request the release of funds from an annuity and ensure proper record-keeping and compliance with regulations.

What information must be reported on erie annuity disbursement forms?

Information that must be reported includes the annuitant's name, annuity contract number, requested disbursement amount, payment method, and any tax identification numbers.