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CHANGE OF ANNUITANT FORM Liberty Life Insurance Company PO Box 19087 Greenville, SC 29602-9087 P.O. Box 19086 Greenville, SC 29602-9086 1. 1.800.234.5514 1.800.423.9398 Traditional/Fixed Annuities
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How to fill out change of annuitant form
How to fill out change of annuitant form:
01
Obtain the change of annuitant form from the relevant financial institution or insurance company. They may provide it online or through their customer service department.
02
Read the instructions carefully. The form may require specific information and supporting documents.
03
Fill in the requested personal information accurately. This may include full name, contact details, and identification numbers.
04
Indicate the existing annuitant's information, such as their name, policy number, and any other relevant details.
05
Provide the desired changes to the annuitant. Include the name, contact information, and any supporting documents for the new annuitant.
06
Review the form to ensure all fields are completed correctly. Double-check for any errors or missing information.
07
Sign and date the form as required. Some forms may need a signature from both the existing and new annuitant.
08
Make copies of the completed form and keep them for your records.
09
Submit the filled-out form to the financial institution or insurance company through their designated channels. This can typically be done via mail, email, or in person.
10
Follow up with the institution to ensure the form has been received and processed correctly.
Who needs change of annuitant form?
01
Individuals who currently have an annuity that designates a specific person as the annuitant.
02
Policyholders who want to change the annuitant on their annuity.
03
Those who have undergone life changes, such as marriage, divorce, or the death of the existing annuitant, and need to update the annuity accordingly.
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What is change of annuitant form?
The change of annuitant form is a document that is used to request a change in the annuitant of a financial instrument, usually a life insurance policy or an annuity contract.
Who is required to file change of annuitant form?
The annuity owner or policyholder is typically required to file the change of annuitant form.
How to fill out change of annuitant form?
To fill out the change of annuitant form, you usually need to provide information about the current annuitant, the proposed new annuitant, and the reasons for the change.
What is the purpose of change of annuitant form?
The purpose of the change of annuitant form is to allow the annuity owner or policyholder to designate a new annuitant for their financial instrument.
What information must be reported on change of annuitant form?
The change of annuitant form typically requires the reporting of personal information about both the current annuitant and the proposed new annuitant, such as their names, social security numbers, and contact information.
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