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MINIMUM DISTRIBUTION check appropriate box If beneficiary is a spouse who is more than 10 years younger please indicate date of birth Do you want automatic distribution Yes No If Yes indicate start date ANNUITIZATION Please annuitize my contract with the following option check appropriate box Without Life Contingencies Period Certain of years Fixed Amount of until funds are exhausted With Life Contingencies required proof of annuitant s age Life Only 10yr Certain Life Installment /...
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How to fill out name of annuitant contract
How to fill out name of annuitant contract
01
To fill out the name of annuitant contract, follow these steps:
02
Start by finding the section for 'Name of Annuitant' on the contract form.
03
Write the full legal name of the annuitant in the designated field.
04
Double-check the spelling and accuracy of the name before proceeding.
05
If there are multiple annuitants, make sure to specify each individual's name separately.
06
If there are any additional fields or instructions regarding the name of annuitant, make sure to follow them accordingly.
07
Review the entire filled-out contract before submitting or finalizing it to ensure accuracy and completeness.
Who needs name of annuitant contract?
01
Anyone who is involved in an annuity contract needs to provide the name of annuitant.
02
This includes both the party purchasing the annuity (contract owner) and the individual who will receive the annuity payments (annuitant).
03
The name of annuitant is a crucial piece of information for the contract as it identifies the designated recipient of the annuity benefits.
04
Insurance companies, financial advisors, lawyers, and individuals entering into annuity agreements all need the name of annuitant.
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