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Annuity Application 916 Sherwood Drive Lake Bluff, Illinois 600442285 1800321ELCO Please print in dark ink. 1. Proposed Annuitant: Name: Date of Birth: Sex: Social Security #: Phone: Address: 2. Owner:

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How to fill out proposed annuitant

01

Step 1: Begin by gathering the necessary information about the proposed annuitant, including their full name, date of birth, and contact information.

02

Step 2: Review the annuity application form and locate the section specifically designated for filling out information about the proposed annuitant.

03

Step 3: Input the gathered information into the respective fields on the annuity application form. Ensure accuracy and double-check for any errors.

04

Step 4: Provide any additional required details about the proposed annuitant, such as their relationship to the policyholder or their beneficiary designation, if applicable.

05

Step 5: Once all the necessary information has been filled out accurately, review the entire application form again to ensure completeness.

06

Step 6: Sign and date the annuity application form where required, affirming the accuracy and truthfulness of the provided information.

07

Step 7: Submit the filled-out annuity application form, along with any required supporting documents, to the designated recipient or insurance company as instructed.

Who needs proposed annuitant?

01

Individuals who wish to purchase an annuity for themselves and designate someone else as the proposed annuitant.

02

Policyholders who are considering adding a secondary person to the annuity contract to receive the benefits in the event of their death.

03

People who are setting up annuities as part of their estate planning strategy, where the proposed annuitant could be a trust or organization.

04

Insurance agents or financial advisors who are assisting clients in selecting and completing annuity applications.

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What is proposed annuitant?

Proposed annuitant refers to an individual who is designated to receive annuity payments in the future.

Who is required to file proposed annuitant?

The policyholder or annuity contract owner is required to file the proposed annuitant.

How to fill out proposed annuitant?

The proposed annuitant can be filled out by providing the necessary personal information of the designated individual.

What is the purpose of proposed annuitant?

The purpose of proposed annuitant is to specify who will receive the annuity payments in the future.

What information must be reported on proposed annuitant?

Information such as name, date of birth, and contact details of the proposed annuitant must be reported.

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