Get the free Non Qualified Annuity Claimant39s Statement - Lincoln Financial Group

Non Qualified Annuity Claimants Statement The Lincoln National Life Insurance Company Service Office P.O. Box 7880 Fort Wayne, IN 468017880 Phone: 8004546265, Ext.×8200 www.LincolnFinancial.com Overnight

How to fill out non qualified annuity claimant39s

How to Fill Out Non Qualified Annuity Claimant39s:

1. Begin by gathering all necessary documents related to the non qualified annuity claim. This may include your annuity contract, beneficiary information, and any relevant tax forms.
2. Fill out your personal information accurately and completely. This typically includes your full name, current address, social security number, and contact information.
3. Provide details about the annuity policy, such as the policy number, issue date, and the name of the insurance company that issued the annuity.
4. Indicate the reason for the claim, whether it is a death benefit claim, a withdrawal request, or a surrender request.
5. If you are filing a death benefit claim, include the required information about the deceased annuity owner, such as their name, date of birth, and date of death.
6. Specify the payment option you prefer, whether it is a lump sum payment, installment payments, or an annuity option.
7. If you are designating a beneficiary, include their full name, relationship to you, and their contact information. Provide their social security number if available.
8. Review the completed form thoroughly for accuracy and completeness. Make sure all required fields are filled out and any necessary supporting documentation is attached.
9. Sign and date the form, certifying that all the information provided is true and accurate to the best of your knowledge.
10. Submit the completed claim form and any supporting documents to the appropriate insurance company or financial institution.

Who needs non qualified annuity claimant39s:

1. Individuals who own non qualified annuities and have reached a point where they need to withdraw funds from the annuity or make a claim.
2. Beneficiaries of non qualified annuities who are entitled to receive a death benefit upon the annuity owner's passing.
3. Individuals who have decided to surrender their non qualified annuity and wish to receive the proceeds.

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