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5400 TUSCARORAS ROAD, BEAVER, PENNSYLVANIA 150099513. 1800 7224428. DEFERRED ANNUITY APPLICATION. (Please print). Is the Proposed Annuitant a member of the GCU? ? Yes. ? No. If not, Proposed Annuitant

How to fill out proposed annuitant

How to fill out proposed annuitant

1. Step 1: Start by gathering all the necessary information about the proposed annuitant, such as their full name, date of birth, and social security number.
2. Step 2: Determine the relationship between the proposed annuitant and the policyholder.
3. Step 3: Fill out the proposed annuitant's personal details accurately and completely in the designated sections of the form.
4. Step 4: Provide any additional required information or documents, if applicable.
5. Step 5: Review the filled-out form for any errors or missing information, and make necessary corrections.
6. Step 6: Sign and date the form as the policyholder or authorized representative.
7. Step 7: Submit the completed proposed annuitant form as instructed, either through mail, fax, or online portal.

Who needs proposed annuitant?

1. Individuals who have a life insurance policy or annuity contract and wish to designate someone other than themselves as the annuitant may need to fill out a proposed annuitant form.
2. Policyholders who want to ensure that their chosen annuitant receives the benefits and income from the annuity investment would also need this form.
3. In cases where the policyholder is unable or no longer wants to be the annuitant, they may need to appoint a proposed annuitant using this form.
4. It is necessary for individuals who wish to update or change the current annuitant on their policy to fill out a proposed annuitant form.

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What is proposed annuitant?

Proposed annuitant is an individual who is identified as a potential beneficiary of an annuity.

Who is required to file proposed annuitant?

The owner of the annuity is required to file proposed annuitant.

How to fill out proposed annuitant?

You can fill out proposed annuitant by providing the necessary information about the potential beneficiary of the annuity.

What is the purpose of proposed annuitant?

The purpose of proposed annuitant is to ensure that the correct individual is identified as the potential beneficiary of the annuity.

What information must be reported on proposed annuitant?

The information that must be reported on proposed annuitant includes the name, date of birth, and relationship to the annuity owner of the potential beneficiary.