Get the free Owner annuitant beneficiary change form - Sun Life

Print blank form Print prefilled form Reset form Owner, annuitant, beneficiary change form Sun Life Guaranteed Investment Funds Use this form to transfer ownership, change beneficiary(IES), name or

How to fill out owner annuitant beneficiary change

How to fill out owner annuitant beneficiary change:

1. Begin by locating the form required to make the change. This form is typically provided by the insurance company or financial institution managing the annuity policy.
2. Fill in your personal information, including your name, address, and contact details. This information is important for the company to accurately identify you as the owner of the annuity.
3. Clearly indicate the annuity policy number or any other relevant identification numbers. This will help ensure that the change is made to the correct policy.
4. Specify the type of change you want to make. In this case, you need to indicate that you want to change the owner, annuitant, and beneficiary of the annuity policy.
5. Provide the necessary details for the new owner. This may include their full name, address, contact information, and any other information required by the form.
6. Similarly, provide the details for the new annuitant. This could be a separate individual or the same as the owner if you wish.
7. Lastly, provide the details for the new beneficiary or beneficiaries. Be sure to include their full names, relationship to you, and any other relevant details.
8. Review the form carefully before submitting it. Check for any errors or omissions in the information provided. Make corrections as necessary.
9. Sign and date the form in the designated spaces. Some forms may require additional witnesses or notarization, so ensure all required fields are completed.
10. Finally, submit the completed form to the appropriate address or office of the insurance company or financial institution. Keep a copy of the form for your records.

Who needs owner annuitant beneficiary change:

1. Individuals who wish to transfer ownership of their annuity to another party may need to fill out an owner annuitant beneficiary change form. This is often the case during estate planning or when transferring assets to a trust or family member.
2. An owner annuitant beneficiary change may also be necessary if the current owner, annuitant, or beneficiary has passed away or experienced a significant life change. In such cases, updating the policy to reflect the new owner, annuitant, or beneficiary is important to ensure the proper distribution of funds.
3. Additionally, individuals who have recently divorced or remarried may need to change the owner, annuitant, or beneficiary designation to reflect their updated personal situation.
4. It is recommended to consult with a financial advisor or legal professional when considering an owner annuitant beneficiary change to ensure the process is completed correctly and in accordance with your individual circumstances and objectives.

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What is owner annuitant beneficiary change?

Owner annuitant beneficiary change is a process where the owner, annuitant, or beneficiary of an annuity contract is updated or modified.

Who is required to file owner annuitant beneficiary change?

The policyholder or the owner of the annuity contract is typically required to file an owner annuitant beneficiary change.

How to fill out owner annuitant beneficiary change?

To fill out an owner annuitant beneficiary change, the policyholder usually needs to contact the insurance company or financial institution holding the annuity contract and complete the necessary forms.

What is the purpose of owner annuitant beneficiary change?

The purpose of owner annuitant beneficiary change is to ensure that the correct individuals are designated to receive the benefits of the annuity in case of death or other circumstances.

What information must be reported on owner annuitant beneficiary change?

Typically, the owner must report the names, contact information, and relationship to the annuity contract of the new owner, annuitant, or beneficiary.