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This document is used to change the annuitant of an annuity contract with Great-West Life & Annuity Insurance Company. It includes sections for providing details on the owner, primary annuitant, and
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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 issuer or relevant institution.
02
Read the instructions carefully to understand the requirements.
03
Fill in the current annuitant's information including full name, date of birth, and account number.
04
Provide the new annuitant's information similarly, including full name and date of birth.
05
Sign and date the form as required.
06
Submit the completed form to the relevant institution via their preferred method.
Who needs Change of Annuitant Form?
01
Individuals who wish to change the designated annuitant on an investment or insurance policy.
02
Beneficiaries who are changing or updating their annuitant's information.
03
Account holders who have experienced a life change that necessitates changes to annuitant details.
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What is Change of Annuitant Form?
The Change of Annuitant Form is a document used to designate a new annuitant for an existing annuity contract, allowing the transfer of rights to receive benefits from the original annuitant to a new individual.
Who is required to file Change of Annuitant Form?
The current owner of the annuity or the original annuitant is required to file the Change of Annuitant Form to officially designate a new annuitant in the annuity contract.
How to fill out Change of Annuitant Form?
To fill out the Change of Annuitant Form, one must provide the necessary information about the current annuitant, the new annuitant, and any required signatures or authorizations as specified by the issuing insurance company.
What is the purpose of Change of Annuitant Form?
The purpose of the Change of Annuitant Form is to update the annuity contract to reflect a new annuitant, ensuring that benefits are paid out to the appropriate individual upon the triggering event.
What information must be reported on Change of Annuitant Form?
The information that must be reported on the Change of Annuitant Form typically includes the existing annuitant's details, the new annuitant's personal information, the annuity contract number, and any necessary signatures.
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