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CHANGE OF PAYEE Athene Annuity & Life Assurance Company of New York 1. Contract Information Contract Number Name of Annuitant (if different from owner) Name of Contract Owner Social Security Number

How to fill out change of payee

How to fill out change of payee:

1. Obtain the necessary form: The first step is to obtain the official change of payee form. This form can typically be found on the website of the relevant institution or organization responsible for managing the payee information.
2. Fill in personal details: Begin by filling in your personal information, including your full name, contact information, and any unique identification numbers or account numbers associated with the payee.
3. Indicate the current payee: Clearly state the name or details of the current payee that you wish to change. This ensures that the organization is aware of the payee you would like to replace or update.
4. Provide reasons for the change: Many change of payee forms require you to provide a brief explanation or justification for the requested change. Be concise but specific in outlining the reasons behind your decision.
5. Provide supporting documents if necessary: Depending on the institution or organization, additional supporting documents may be required to process the change of payee. This can include identification documents, legal paperwork, or relevant authorization forms.
6. Review and sign: Carefully review the completed form to ensure all information is accurate and complete. Once satisfied, sign the form using your legal signature. Failure to provide a valid signature may result in the rejection of your request.
7. Submit the form: Submit the completed change of payee form to the appropriate office or individual designated by the institution or organization. Follow any specific instructions provided regarding the submission process, such as mailing, delivering in person, or using an online portal.
8. Confirmation and follow-up: After submitting the form, it is advisable to keep a copy for your records. Depending on the organization, you may receive a confirmation of receipt or updates regarding the status of your request. If you do not hear back within a reasonable timeframe, consider following up to ensure your change of payee request is being processed.

Who needs change of payee?

1. Individuals experiencing personal changes: The need for a change of payee can arise when individuals go through significant life events, such as marriage, divorce, or legal name changes. In these cases, updating the payee information becomes necessary to ensure accurate and proper payments.
2. Guardians or legal representatives: For individuals who require the assistance of a guardian or legal representative, a change of payee may be necessary if there are changes in authority, ownership, or representation.
3. Organizations or businesses: In cases where an organization or business is the payee, changes in ownership, restructuring, or dissolution may require a change of payee to reflect the new entity responsible for managing the payments.

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