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Change of Annuitant Form Athene Annuity & Life Assurance Company 1. Contract Information Contract Number Name of Current Annuitant Social Security No. or Tax I.D. No. Name of Contract Owner (If different

How to fill out change of annuitant form

How to fill out change of annuitant form:

1. Begin by gathering all the necessary information and documents required to complete the form. This may include the current annuitant's personal information, such as their name, address, and contact details, as well as the new annuitant's information if applicable.
2. Read the instructions provided with the change of annuitant form carefully. This will provide you with guidance on how to accurately fill out the form and avoid any potential mistakes or omissions.
3. Start by entering the current annuitant's details in the designated sections of the form. This typically includes their full name, address, social security number, date of birth, and any other relevant information requested.
4. Proceed to fill out the section related to the new annuitant, if applicable. Provide their full name, contact details, and any other required information. If there is no new annuitant involved, leave this section blank or mark it as N/A, depending on the instructions provided.
5. Carefully review the form for accuracy and completeness. Double-check that all the information provided is correct and matches the supporting documents, such as identification cards or legal documentation.
6. Sign and date the form in the designated spaces. Depending on the requirements, you may need to have your signature witnessed or notarized. Follow the instructions provided to ensure the form is properly executed.
7. Submit the completed form to the appropriate entity, such as the annuity provider or insurance company. Follow any specific submission instructions outlined on the form or provided separately.

Who needs change of annuitant form:

1. Individuals who wish to change the current annuitant on an annuity contract may need to fill out a change of annuitant form.
2. The form is typically required when there is a need to transfer the annuity ownership from one person to another, such as in cases of divorce, inheritance, or changes in estate planning.
3. It is also necessary when a current annuitant wants to add or remove an additional annuitant on the contract.
4. The need for a change of annuitant form may vary depending on the specific terms and conditions of the annuity contract and the regulations set by the annuity provider or insurance company. It is advisable to consult the provider or a legal professional to determine if a change of annuitant form is required in your situation.

For pdfFiller’s FAQs

What is change of annuitant form?

The change of annuitant form is a document used to update the annuitant listed on an annuity contract.

Who is required to file change of annuitant form?

The policyholder or contract owner is typically required to file the change of annuitant form.

How to fill out change of annuitant form?

The form usually requires basic information about the current annuitant and the new annuitant, along with signatures from both parties.

What is the purpose of change of annuitant form?

The purpose of the form is to officially change the individual who will receive the annuity payments.

What information must be reported on change of annuitant form?

The form typically requires personal information about both the current and new annuitant, such as name, address, and social security number.

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