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Annuity Service Request Form Issued by American National Insurance Company One Moody Plaza, Galveston, TX 77550-7999 page 1 of 3 Mailing Address: PO Box 696763 San Antonio, TX 78269 Phone Number:

How to fill out annuity service request form

How to fill out an annuity service request form:

1. Start by carefully reading through the entire form to understand the information and sections required.
2. Begin by filling in your personal details accurately, including your name, address, contact information, and any other required identification details.
3. If applicable, provide your annuity policy number or any other relevant account information.
4. Pay close attention to any checkboxes or options provided in the form. Select the appropriate choices based on your requirements or preferences.
5. If there are sections related to specific services or transactions, such as withdrawal or income options, provide the necessary details as requested.
6. In case additional documentation is required, make sure to attach the necessary paperwork such as identification proof, bank account details, or any other supporting documents mentioned in the form.
7. Double-check all the information you have provided on the form to ensure accuracy and completeness.
8. If a signature is required, sign the form using your legal signature.
9. Make a copy of the completed form for your records before submitting it.
10. Finally, submit the filled-out annuity service request form according to the instructions provided, whether by mail, fax, or electronically.

Who needs annuity service request form?

An annuity service request form is typically required by individuals who have an existing annuity policy and need to perform various transactions, such as making withdrawals, changing beneficiaries, updating contact information, or selecting different income options. These forms are usually provided by annuity providers or insurance companies to ensure that policyholders can easily communicate their requests and preferences concerning their annuity policies.

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What is annuity service request form?

The annuity service request form is a document used to request changes or updates to an annuity account.

Who is required to file annuity service request form?

Any individual or entity looking to make changes to an annuity account is required to file the annuity service request form.

How to fill out annuity service request form?

The annuity service request form can be filled out by providing the necessary information such as account details, requested changes, and contact information.

What is the purpose of annuity service request form?

The purpose of the annuity service request form is to formally request changes or updates to an annuity account.

What information must be reported on annuity service request form?

Information such as account number, policyholder name, requested changes, and contact information must be reported on the annuity service request form.

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