Get the free Annuity Death Benefit Claim bFormb bSupplementalb Annuitized bb

AGENT USE ONLY C14 Annuity Death Benefit Claim Form: Supplemental (Annuitized) Contract AA Costco Life Insurance Company Costco Life Insurance Company of Texas P.O. Box 1917 Carmel, Indiana 46082

How to fill out annuity death benefit claim

1. Gather the necessary documents: Before filling out the annuity death benefit claim, gather essential documents such as the death certificate of the annuity owner, policyholder information, beneficiary information, and any other supporting documents required by the annuity provider.
2. Contact the annuity provider: Reach out to the annuity provider or insurance company to obtain the necessary claim forms. They will guide you through the specific requirements and procedures for filing the annuity death benefit claim.
3. Complete the claim forms: Take your time to fill out the claim forms accurately and completely. Provide all requested information, including the policyholder's personal details, policy or contract number, beneficiary information, and the date and cause of death.
4. Submit supporting documentation: Attach copies of all required supporting documents, such as the death certificate, any relevant medical records, the original annuity contract, and proof of your identity as the beneficiary. Ensure that you keep copies of all documents submitted.
5. Review and double-check: Before submitting the annuity death benefit claim, review all the information provided to ensure its accuracy. Any errors or missing information can delay the processing of the claim.
6. Submit the claim: Send the completed claim forms and supporting documentation to the annuity provider through the designated method, such as mail or electronic submission. Keep a record of the date and method of submission for future reference.

Who needs annuity death benefit claim?

1. Those who have been designated as beneficiaries of an annuity: If you have been named as the beneficiary of an annuity, you will need to file an annuity death benefit claim upon the death of the annuity owner. This allows you to access the funds or benefits accrued within the annuity.
2. Individuals facing the unfortunate loss of a loved one: A death benefit claim is typically required when a policyholder or annuity owner passes away. It provides a means for beneficiaries to receive the benefits or payout from the annuity, serving as financial support during a difficult time.
3. Beneficiaries looking to access the funds within an annuity: An annuity death benefit claim is necessary for beneficiaries who wish to access the accumulated savings, investment gains, or periodic payments from the annuity contract. Filing the claim initiates the process for the rightful recipients to receive the financial resources left behind by the deceased.

For pdfFiller’s FAQs

What is annuity death benefit claim?

The annuity death benefit claim is a request to receive the remaining balance or specific benefits from an annuity contract upon the death of the annuitant.

Who is required to file annuity death benefit claim?

The beneficiary or beneficiaries named in the annuity contract are typically required to file the annuity death benefit claim.

How to fill out annuity death benefit claim?

To fill out the annuity death benefit claim, the beneficiary must contact the annuity provider, complete the necessary forms, and provide the required documentation such as a death certificate.

What is the purpose of annuity death benefit claim?

The purpose of the annuity death benefit claim is to allow the beneficiary to receive the remaining balance or specific benefits from the annuity contract after the death of the annuitant.

What information must be reported on annuity death benefit claim?

The annuity death benefit claim typically requires information such as the annuitant's name, policy number, date of death, beneficiary information, and proof of death.

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