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Annuity Fund of the Patrolmen Benevolent Association of the City of New York 125 Broad Street, 11th Floor, New York, NY 10004 Phone: (212) 3497560 Fax: (212) 4379480 www.nycpba.org Beneficiary Designation

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How to fill out beneficiary designation form annuity

01

Read the beneficiary designation form annuity carefully to understand all the instructions.

02

Gather all the necessary information about the primary and contingent beneficiaries, such as their full names, addresses, and social security numbers.

03

Fill out the form accurately, making sure to provide the necessary details for each beneficiary.

04

Indicate the percentage or share of the annuity benefits that each beneficiary should receive.

05

Provide any additional required information, such as relationship to the beneficiaries or any special instructions.

06

Double-check the form for any errors or omissions before submitting.

07

Sign and date the form to certify its accuracy.

08

Submit the completed form to the appropriate entity, such as the annuity provider or insurance company.

Who needs beneficiary designation form annuity?

01

Individuals who have purchased an annuity and want to designate one or more beneficiaries to receive the annuity benefits upon their death.

02

Anyone who wants to ensure that their chosen beneficiaries will receive the annuity benefits without any complications or disputes.

03

Individuals who want to have control over who inherits their annuity and avoid the default beneficiary determination by state laws.

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What is beneficiary designation form annuity?

A beneficiary designation form for an annuity is a legal document that allows the policyholder to specify who will receive the proceeds of the annuity upon their death.

Who is required to file beneficiary designation form annuity?

The policyholder or owner of the annuity is required to file a beneficiary designation form.

How to fill out beneficiary designation form annuity?

The policyholder can fill out the beneficiary designation form by providing the name, relationship, and contact information of the designated beneficiaries.

What is the purpose of beneficiary designation form annuity?

The purpose of a beneficiary designation form for an annuity is to ensure that the annuity proceeds are distributed according to the policyholder's wishes after their death.

What information must be reported on beneficiary designation form annuity?

The beneficiary designation form for an annuity must include the names, relationships, and contact information of the designated beneficiaries.

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