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Local Unions Supplemental Pension and Severance Fund Trust 35 Sardinia Road, Sardinia NY 10954 Tel 845-367-7625 Fax 845-735-1503 Michelle — distrust neafcu.com ANNUITY BENEFIT ELECTION FORM Complete

How to fill out annuity benefit election form

Point by point guide on how to fill out annuity benefit election form:

1. Begin by reviewing the instructions: Before filling out the annuity benefit election form, carefully read through the provided instructions. This will ensure that you understand the purpose of the form and the information required.
2. Provide personal information: Start by entering your personal details such as your full name, address, date of birth, and social security number. Make sure to double-check the accuracy of this information as any mistakes may cause delays or errors in the processing of your form.
3. Select the annuity option: The annuity benefit election form typically includes different options for the distribution of your annuity payments. Choose the annuity option that best suits your needs, whether it is a single-life annuity, joint and survivor annuity, or another available option.
4. Nominate beneficiaries: If applicable, indicate the names and information of any beneficiaries you wish to designate for your annuity payments in the event of your death. It is important to provide accurate contact details and ensure that the nominated beneficiaries are eligible according to the requirements outlined in the form.
5. Indicate payment details: Specify how you would like to receive your annuity payments. This could include options such as direct deposit to your bank account or receiving physical checks. Additionally, provide the necessary banking information or mailing address for the chosen payment method.
6. Signature and date: Once you have completed all the required sections of the annuity benefit election form, sign and date the form. This confirms that the information provided is accurate to the best of your knowledge.
7. Submit the form: Follow the instructions provided on the form to submit it to the appropriate authority. This may involve mailing the form to a specific address or submitting it electronically through an online platform. Be sure to make a copy of the completed form for your records before submitting it.

Who needs annuity benefit election form?

The annuity benefit election form is typically required by individuals who are eligible for annuity payments through a retirement plan, pension plan, or insurance contract. This form allows individuals to make informed choices regarding the distribution of their annuity payments and designate beneficiaries if applicable. It is important to consult the specific guidelines and requirements of the annuity provider to determine who needs to complete this form in each situation.

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What is annuity benefit election form?

The annuity benefit election form is a document that allows an individual to choose how they would like to receive their annuity benefits.

Who is required to file annuity benefit election form?

Anyone who is eligible for annuity benefits must file the annuity benefit election form.

How to fill out annuity benefit election form?

To fill out the annuity benefit election form, the individual must provide their personal information, select their desired annuity option, and sign and date the form.

What is the purpose of annuity benefit election form?

The purpose of the annuity benefit election form is to allow individuals to specify how they would like to receive their annuity benefits.

What information must be reported on annuity benefit election form?

The annuity benefit election form typically requires personal information such as name, address, social security number, as well as details about the chosen annuity option.