Get the free GLWB Election Request Form

RESET FORM 1228 SERVICE CENTER P.O. Box 82550 / Lincoln, NE 68501 800-745-1112 / Fax 402-467-7335 Name of Annuitant Name of Joint Annuitant Guaranteed Lifetime Withdrawal Benefit (GLIB) Rider GLIB

How to fill out glwb election request form

Who needs glwb election request form?

1. Individuals who want to participate in a Guaranteed Lifetime Withdrawal Benefit (GLWB) program offered by their insurance provider.
2. Those who already have an annuity or retirement plan that includes a GLWB option and wish to make changes or updates to their election.
3. Anyone considering adding a GLWB to their existing retirement savings strategy and needs to complete the necessary forms.

How to fill out glwb election request form:

1. Obtain the form: Contact your insurance provider or financial advisor to request the GLWB election request form. They can provide you with the necessary document or guide you to the appropriate online portal if available.
2. Read the instructions: Before filling out the form, carefully read the instructions provided. Familiarize yourself with the terms and conditions, eligibility criteria, and any specific requirements or restrictions associated with the GLWB program.
3. Provide personal information: Fill in your personal information such as your full name, date of birth, social security number, and contact details. Ensure that the information entered is accurate and up to date.
4. Review annuity or retirement plan details: If you currently have an annuity or retirement plan that offers a GLWB option, you will need to provide the details of your existing plan. This may include policy or account numbers, the name of the issuing company, and the effective date of the annuity or plan.
5. Select GLWB options: Indicate the specific GLWB options you wish to elect. These options may include withdrawal percentages, frequency of withdrawals, and any additional features or benefits provided by the GLWB program. Carefully evaluate the available options and choose those that align with your retirement goals and financial situation.
6. Beneficiary designation: If applicable, designate beneficiaries who will receive any remaining funds in your GLWB account upon your passing. Provide their full names, contact information, and specify the percentage of the account that each beneficiary should receive.
7. Signature and date: Sign and date the form to confirm that the information provided is accurate and that you understand and agree to the terms and conditions of the GLWB program. Make sure to follow any additional instructions regarding witness signatures or notarization, if required.
8. Submit the form: Once you have completed the form, review it carefully to ensure all sections are filled out correctly and legibly. Make a copy of the completed form for your records and submit the original to your insurance provider or financial advisor through the designated channel.

For pdfFiller’s FAQs

What is glwb election request form?

GLWB election request form is a document that allows individuals to elect the Guaranteed Lifetime Withdrawal Benefit option for their annuities.

Who is required to file glwb election request form?

Individuals who have annuities with GLWB options are required to file the GLWB election request form.

How to fill out glwb election request form?

To fill out the GLWB election request form, individuals must provide personal information, account details, and select their desired GLWB options.

What is the purpose of glwb election request form?

The purpose of the GLWB election request form is to allow individuals to choose the Guaranteed Lifetime Withdrawal Benefit option for their annuities.

What information must be reported on glwb election request form?

The GLWB election request form must include personal information, account details, and the selected GLWB options.

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