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PROVIDER APPLICATION SINGLE PREMIUM IMMEDIATE ANNUITY (SPIN) A. ANNUITANT Information Joint Annuitant Information (Available only for Joint and Survivor) 1. Complete Name (first-middle-last) 8. Complete
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What is joint annuitant information?
Joint annuitant information refers to the details and identification of any individual who will receive annuity payments alongside the primary annuitant or account holder.
Who is required to file joint annuitant information?
The primary annuitant or account holder is required to file joint annuitant information if they have designated someone to receive annuity payments with them.
How to fill out joint annuitant information?
To fill out joint annuitant information, the primary annuitant or account holder must provide the necessary details and identification of the designated individual in the designated section of the annuity application or form.
What is the purpose of joint annuitant information?
The purpose of joint annuitant information is to ensure that annuity payments are made to the intended individuals and to establish the joint ownership or beneficiary rights over the account.
What information must be reported on joint annuitant information?
The information reported on joint annuitant information typically includes the name, date of birth, social security number or tax identification number, and relationship to the primary annuitant or account holder of the designated individual.
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