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SHEET METAL WORKERS LOCAL NO. 292 ANNUITY FUND Street Address: 700 Tower Drive, Suite 300, Troy, MI 48098 Mailing Address: P.O. Box 189, Troy, MI 480990189 Phone: 2486414992; Toll Free: 8886466565
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How to Fill Out Annuity Beneficiary Formdocx:

01
Start by opening the annuity beneficiary formdocx and reviewing the instructions provided. Make sure you understand the purpose of the form and the information it requires.
02
Begin by filling out your personal information in the designated sections. This may include your name, contact information, and any identification numbers provided.
03
Next, indicate the type of annuity for which you are filling out the form. This could be a retirement annuity, a life insurance annuity, or any other type specified.
04
If you are the primary annuity owner, provide details of your annuity account, such as the contract number, current balance, and any other requested information.
05
Identify the beneficiaries you wish to designate for the annuity. This may include their names, relationship to you, and their contact information.
06
Specify the percentage or dollar amount you want each beneficiary to receive upon your death. If you want to distribute the funds equally among multiple beneficiaries, make sure the total percentage or amount adds up to 100% or the total value of the annuity.
07
If you want to designate contingent beneficiaries, provide their information as well. These are individuals who would receive the annuity in case the primary beneficiaries are unable to or choose not to accept it.
08
Review the completed form for accuracy and completeness. Make any necessary amendments or additions before submitting it.
09
Sign and date the form in the designated section. If required, have the form notarized.
10
Keep a copy of the filled-out annuity beneficiary formdocx for your records and submit the original to the appropriate recipient, such as the insurance company or the entity managing the annuity.
11
Finally, consider seeking professional advice from an attorney or financial advisor to ensure that the beneficiary designation aligns with your overall estate planning goals and is legally sound.

Who Needs Annuity Beneficiary Formdocx?

01
Individuals who have annuity contracts and wish to designate beneficiaries to receive the funds upon their death.
02
Those who want to ensure a smooth transfer of their annuity assets to specific individuals or entities.
03
People who want to update or change their existing annuity beneficiaries due to life events such as marriage, divorce, or the birth of a child.
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An annuity beneficiary formdocx is a document that designates who will receive the proceeds from an annuity in the event of the annuitant's death.
The annuitant or policyholder is required to file the annuity beneficiary formdocx to specify the beneficiary/beneficiaries.
To fill out the annuity beneficiary formdocx, the annuitant needs to provide the beneficiary's information such as name, address, social security number, and relationship to the annuitant.
The purpose of the annuity beneficiary formdocx is to ensure that the annuity proceeds are distributed according to the annuitant's wishes in the event of their death.
The annuity beneficiary formdocx must include the beneficiary's full name, address, social security number, and relationship to the annuitant.
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