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VARIABLE ANNUITY MATURITY SETTLEMENT FORM Washington National Insurance Company P.O. Box 2022 Carmel, IN 460822022 (800) 8669922 Policy Number Owner Street Address City State Daytime Phone (Zip Code)
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How to fill out variable annuity maturity settlement:

01
Gather all necessary documents: Before starting the process, make sure to have all the required documents, such as the annuity contract, beneficiary information, and any other relevant paperwork.
02
Review the terms and conditions: Familiarize yourself with the terms and conditions of your variable annuity to understand the options available at maturity. This may include decisions on whether to take a lump sum payment, annuitize the assets, or explore any other settlement options provided by your annuity contract.
03
Contact your annuity provider: Reach out to your annuity provider or insurance company to notify them about your intention to proceed with the variable annuity maturity settlement. They will guide you through the specific process and provide you with the necessary forms or paperwork.
04
Fill out the settlement forms: Carefully complete all the required fields on the settlement forms provided by your annuity provider. This may involve providing personal information, beneficiary details, and details about the settlement option you have chosen.
05
Seek professional advice if needed: If you have any uncertainties or questions, it is advisable to consult with a financial advisor or an attorney who specializes in annuities. They can provide guidance based on your specific situation and help ensure you make informed decisions.

Who needs variable annuity maturity settlement:

01
Individuals with maturing variable annuities: If you own a variable annuity that has reached its maturity date, you may need to consider a maturity settlement. This allows you to access the funds accumulated within the annuity and make decisions about how to distribute or utilize them.
02
Individuals seeking income during retirement: Variable annuities can provide a source of income during retirement. If you are nearing retirement age and have a maturing variable annuity, you may need to explore the various settlement options to determine the most suitable arrangement for generating income in your retirement years.
03
Beneficiaries of deceased variable annuity owners: In the unfortunate event of the annuity owner's passing, beneficiaries may need to navigate the variable annuity maturity settlement process. This involves understanding the options available and making decisions regarding the distribution of the annuity assets.
Overall, variable annuity maturity settlements are relevant for individuals with maturing annuities and those looking to make decisions about how to access or distribute annuity funds.
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Variable annuity maturity settlement refers to the process of closing out a variable annuity contract upon reaching maturity, typically by receiving a lump sum payment.
Insurance companies or financial institutions that issue variable annuities are typically required to file the maturity settlement.
Variable annuity maturity settlement forms can usually be filled out online or by contacting the issuing institution directly.
The purpose of variable annuity maturity settlement is to bring closure to the contract and provide the policyholder with their payment.
Information such as the policyholder's details, contract number, maturity date, and payment details must be reported on the settlement form.
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