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Annuity Contract Change Request PO Box 2340 Fort Wayne IN 46801-2340 Tel. 800-4LINCOLN (800-454-6265) Fax 260 455-4255 www.LFG.com General Information Remitter no. Contract no. Contract owner’s
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How to fill out annuity contract change request

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How to fill out an annuity contract change request:

01
Obtain the annuity contract change request form from your annuity provider. This can typically be found on their website or requested directly from their customer service department.
02
Fill out the personal information section of the form completely and accurately. This usually includes your name, contact information, and policy number.
03
Clearly specify the desired changes you wish to make to the contract. This can include adding or removing beneficiaries, changing the annuitant, updating the investment allocation, or adjusting the payout options.
04
Provide any supporting documentation if required. For example, if you are changing beneficiaries, you may need to include the relevant individuals' names, addresses, and social security numbers.
05
Review the form thoroughly before submitting it. Ensure that all the information provided is correct and there are no errors or omissions.
06
Sign and date the form. Many annuity providers require a signature to validate the change request.
07
Submit the completed form to your annuity provider by mail, fax, or electronically through their designated portal. Follow their instructions regarding the submission process.

Who needs an annuity contract change request?

01
Individuals who have an existing annuity contract and wish to make modifications or updates to the terms and conditions may need an annuity contract change request.
02
Those who have experienced a change in personal circumstances, such as a marriage, divorce, birth, or death in the family, may need to change beneficiaries or adjust other contract details.
03
Investors who wish to revise their investment choices or adjust the payout options of their annuity may also need to submit an annuity contract change request.
In summary, filling out an annuity contract change request involves obtaining the necessary form, providing accurate personal information, specifying the desired changes, attaching any required documents, reviewing the form, signing and dating it, and submitting it to the annuity provider. This request is typically required for individuals who have an existing annuity contract and need to make modifications or updates to the contract terms.
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An annuity contract change request is a formal document submitted to request a modification or amendment to an existing annuity contract.
The policyholder or the annuity contract owner is typically required to file an annuity contract change request.
To fill out an annuity contract change request, the policyholder needs to provide their personal information, policy details, and specify the desired changes to the contract. The specific requirements may vary depending on the insurance company.
The purpose of an annuity contract change request is to allow policyholders to make changes to their existing annuity contracts, such as modifying the payment options, beneficiaries, or investment choices.
The information required to be reported on an annuity contract change request may include the policyholder's name, policy number, requested changes, and any supporting documentation as required by the insurance company.
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