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APPLICATION FOR ANNUITY First Catholic Slovak Union Lodge # A Fraternal Benefit Society 6611 Dockside Road Suite 300 Independence, OH 44131 Annuity # PLEASE PRINT, USE INK ONLY 1. Email: Proposed
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How to fill out proposed annuitant
How to fill out proposed annuitant:
01
Start by gathering the necessary personal information of the proposed annuitant, such as their full name, date of birth, and contact details.
02
Identify the relationship between the proposed annuitant and the annuitant. This could be a spouse, child, or any other dependent who would benefit from the annuity.
03
Fill in the proposed annuitant's social security number or any other identification number required by the annuity provider.
04
Specify the proposed annuitant's gender and marital status.
05
Include any additional information requested by the annuity application, such as the proposed annuitant's occupation or income details.
06
Make sure to review the filled-out proposed annuitant section for accuracy and completeness before submitting it.
Who needs proposed annuitant:
01
Individuals who are applying for an annuity policy and want to designate a beneficiary or dependent to receive the annuity payments in case of their death.
02
Married couples who want to provide financial security for their spouse by naming them as the proposed annuitant.
03
Parents who are planning to purchase an annuity for the benefit of their minor child, who would become the proposed annuitant until reaching a certain age or milestone.
In summary, anyone applying for an annuity and wishing to designate a recipient for the annuity payments needs to fill out the proposed annuitant section. This may include spouses, children, or any other dependent who would benefit from the annuity.
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What is proposed annuitant?
Proposed annuitant is an individual who is designated to receive annuity payments in the future.
Who is required to file proposed annuitant?
The owner of the annuity contract or the annuity issuer is required to file the proposed annuitant.
How to fill out proposed annuitant?
The proposed annuitant should be named in the annuity contract application or in a separate form provided by the annuity issuer.
What is the purpose of proposed annuitant?
The proposed annuitant is designated to ensure that annuity payments are made to the intended recipient in the future.
What information must be reported on proposed annuitant?
The proposed annuitant's full name, date of birth, social security number, and contact information must be reported.
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