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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:

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How to fill out proposed annuitant

How to fill out proposed annuitant:

01

Start by providing the full name of the proposed annuitant. Make sure to include their first name, middle initial (if applicable), and last name.

02

Next, provide the proposed annuitant's date of birth. This information is crucial as it helps determine the annuity payments and other relevant factors.

03

Indicate the relationship of the proposed annuitant to the annuity owner. This can be a spouse, child, sibling, or any other relationship that qualifies as per the annuity policy.

04

Specify whether the proposed annuitant is a primary or contingent annuitant. A primary annuitant is the beneficiary who will receive the annuity payments during their lifetime, while a contingent annuitant will only receive payments if the primary annuitant passes away.

05

In some cases, additional information about the proposed annuitant may be required, such as their social security number or contact details. Fill out this information accurately to ensure proper record keeping.

Who needs proposed annuitant:

01

Individuals who are purchasing annuities, either for retirement planning or investment purposes, may need to designate a proposed annuitant. This is typically done to ensure a beneficiary is in place to receive the annuity payments in the future.

02

Insurance companies or financial institutions offering annuity products may ask for a proposed annuitant as part of their application process. This helps them determine the terms, conditions, and pricing of the annuity contract.

03

Estate planners and individuals considering estate planning may also need to identify a proposed annuitant, especially if they are setting up annuities for the purpose of passing on wealth or providing for dependents after their passing.

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What is proposed annuitant?

Proposed annuitant is an individual who is designated to receive annuity payments upon retirement or at a later date.

Who is required to file proposed annuitant?

Employers or plan administrators are required to file proposed annuitant forms with the appropriate government agencies.

How to fill out proposed annuitant?

Proposed annuitant forms are typically filled out with the individual's personal information, including their name, contact information, and beneficiary information.

What is the purpose of proposed annuitant?

The purpose of proposed annuitant is to ensure that proper arrangements are made for the disbursement of annuity payments upon retirement.

What information must be reported on proposed annuitant?

The proposed annuitant's personal information, beneficiary details, and any relevant financial information must be reported.

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