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APPLICATION FOR ANNUITY First Catholic Slovak Union Lodge # A Fraternal Benefit Society 6611 Dockside Road Suite 300 Independence, OH 44131 Annuity # PLEASE PRINT, USE INK ONLY 1. Proposed Annuitant:

How to fill out proposed annuitant

How to fill out proposed annuitant:

1. Start by providing the full name of the proposed annuitant. This should include the first name, middle name (if applicable), and last name. Double-check for any spelling errors to ensure accuracy.
2. Next, input the proposed annuitant's date of birth. Be sure to include the month, day, and year in the designated format.
3. Specify the gender of the proposed annuitant. Options typically include male, female, or non-binary.
4. Include the proposed annuitant's contact information, such as their residential address, phone number, and email address. This will ensure effective communication regarding the annuity.
5. Indicate the proposed annuitant's relationship to the policyholder or contract owner. Common options include spouse, child, parent, or other relative.
6. Provide any additional relevant details about the proposed annuitant, such as their social security number or taxpayer identification number. This information may be required for tax purposes or to verify the individual's identity.
7. Review the form for accuracy and completeness before submitting it. Make sure all required fields are filled out and there are no errors or missing information.

Who needs proposed annuitant?

1. Individuals considering purchasing an annuity and selecting a beneficiary may need a proposed annuitant. This is particularly important in cases where the annuity offers survivor or death benefits.
2. Insurance providers or financial advisors may require the proposed annuitant's information to calculate payouts or determine eligibility for certain annuity products.
3. Family members, such as spouses or children, may need to be named as proposed annuitants when planning for future financial security and ensuring a steady stream of income in the event of the policyholder's death.

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What is proposed annuitant?

Proposed annuitant refers to an individual or entity that is proposed to receive annuity payments from a retirement account.

Who is required to file proposed annuitant?

The account owner or plan participant is required to file the proposed annuitant.

How to fill out proposed annuitant?

The proposed annuitant information can usually be filled out on the account application or beneficiary designation form.

What is the purpose of proposed annuitant?

The purpose of proposed annuitant is to designate who will receive annuity payments in the event of the account owner's death.

What information must be reported on proposed annuitant?

The proposed annuitant's name, date of birth, relationship to the account owner, and contact information must be reported.