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WESTERN CATHOLIC UNION A FRATERNAL BENEFIT SOCIETY 510 Maine Street, Quincy, Illinois 62301 (800) 2234928 (217) 2239721 Fax (217) 2239726 www.wculife.org REQUEST FOR CHANGE OF OWNERSHIP ANNUITIES

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How to fill out change of ownership-annuity prefilled

How to fill out change of ownership-annuity prefilled:

01

Obtain the change of ownership-annuity prefilled form from your insurance company or financial institution. This form is typically required when transferring ownership of an annuity to another individual or entity.

02

Begin by accurately filling out the personal information section of the form. Include your full name, address, contact details, and any other requested details. Ensure that all information provided is current and up-to-date.

03

Identify the annuity account details. This includes providing the account number, annuity policy number, and any other relevant identification numbers. Double-check these details to ensure accuracy.

04

Specify the new owner's information. If transferring the annuity to another person, provide their full name, address, and contact details. If transferring to an entity, provide the legal name, address, and pertinent details.

05

Indicate the reason for the change of ownership. This could be due to a sale, transfer of assets, or inheritance, among other reasons. Provide a brief explanation if required.

06

If there is a change in beneficiary along with the change of ownership, indicate this on the form. Include the full name, address, and other requested details of the new beneficiary.

07

Review the completed form thoroughly to ensure all information is accurate and complete. Any errors or omissions could lead to complications or delays in the transfer process.

08

Once satisfied with the form, sign and date it as indicated. Some forms may require additional signatures from a witness or notary.

09

Keep a copy of the completed form for your records before submitting it to the insurance company or financial institution. It is recommended to send it via certified mail or utilize any preferred submission method specified by the organization.

Who needs change of ownership-annuity prefilled:

01

Individuals who wish to transfer ownership of their annuity investment to another person or entity.

02

Beneficiaries who have inherited an annuity and want to assume ownership of the policy.

03

Financial advisors or attorneys assisting clients in the process of changing ownership of an annuity.

04

Executors of estates who need to designate a new owner for an annuity as part of the probate process.

05

Individuals or entities involved in the sale or transfer of annuity assets, such as during mergers or acquisitions.

06

Any other situation where a change in annuity ownership is necessary or desired, as determined by the policyholder or legal requirements.

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What is change of ownership-annuity prefilled?

Change of ownership-annuity prefilled is a form used to report any changes in ownership of an annuity account.

Who is required to file change of ownership-annuity prefilled?

Any individual or entity who experiences a change in ownership of an annuity account is required to file change of ownership-annuity prefilled.

How to fill out change of ownership-annuity prefilled?

Change of ownership-annuity prefilled can be filled out by providing the necessary information about the change in ownership, including details of the previous and new owner.

What is the purpose of change of ownership-annuity prefilled?

The purpose of change of ownership-annuity prefilled is to ensure that any changes in ownership of an annuity account are properly documented and reported to the relevant authorities.

What information must be reported on change of ownership-annuity prefilled?

Information such as the names and contact details of the previous and new owners, the date of the ownership change, and any other relevant details must be reported on change of ownership-annuity prefilled.

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