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PO BOX 617 CONCORD, NH 033020617 800.527.5001 FAX 603.226.2988 www.healthtrustnh.org ANNUITY DEDUCTION AUTHORIZATION FOR MEDICAL AND DENTAL BENEFITS FOR NHS RETIREES WITH MEDICAL AND/OR DENTAL COVERAGE

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How to fill out annuity deduction authorization for

How to fill out annuity deduction authorization form:

01

Begin by carefully reading through the form and all accompanying instructions. Make sure you understand the purpose of the form and the information required.

02

Provide your personal details, including your full name, address, social security number, and contact information. Ensure that this information is accurate and up-to-date.

03

Identify the annuity plan for which you are authorizing the deductions. This may involve providing the plan name, account number, and any other relevant identification details.

04

Specify the amount or percentage of your income that you wish to have deducted for annuity contributions. This can usually be indicated in the form, either as a fixed dollar amount or as a percentage of your salary.

05

If you have any specific instructions or requests related to the annuity deductions, such as allocating contributions to different investment options, ensure that you clearly communicate these details on the form.

06

Review the completed form thoroughly, checking for any errors or missing information. It is crucial to ensure the accuracy of the form to avoid any issues with the processing of your annuity deductions.

07

Date and sign the form, providing your official consent and authorization for the annuity deductions to be made from your income.

Who needs annuity deduction authorization form:

01

Employees participating in employer-sponsored annuity plans typically need to fill out the annuity deduction authorization form. This form allows them to authorize their employer to deduct a portion of their income and contribute it towards their annuity account.

02

Individuals who have chosen annuity plans as part of their retirement savings strategy may need to complete the annuity deduction authorization form. This form enables them to set up automatic contributions to their annuity accounts from their income.

03

Plan participants who wish to make changes to their existing annuity contribution amounts or instructions may be required to submit a new annuity deduction authorization form to reflect these updates. This process ensures that the annuity plan administrator has the most accurate and up-to-date information regarding the participant's contribution preferences.

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