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Employee spouse AnnuitiesEvents thrust Be ReportedForm RB9 (0516)Introduction
This booklet describes the different events that can affect
your annuity under the Railroad Retirement Act (ERA).
Whether
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How to fill out spouse annuities

How to fill out spouse annuities
01
Gather all the necessary information and documents regarding your spouse's annuities.
02
Start by filling out the basic information section, such as your spouse's name, date of birth, and social security number.
03
Provide details about the annuity plan, including the name of the company or institution where the annuity is held and the policy number.
04
Specify the type of annuity, such as fixed, variable, or indexed.
05
Fill in the beneficiary details, including their name, relationship to your spouse, and contact information.
06
Provide information about any joint or survivorship options if applicable.
07
Include any additional information or specific instructions regarding the annuity in the designated section.
08
Review the completed form for accuracy and make any necessary corrections.
09
Sign and date the form, and ensure that your spouse also signs if required.
10
Submit the filled-out annuity form to the appropriate company or institution either electronically or via mail.
11
Keep a copy of the completed annuity form for your records.
Who needs spouse annuities?
01
Individuals who have a spouse and want to ensure their financial security in the event of their death.
02
People who have received annuity payments and want to arrange for their spouse to continue receiving them if they pass away.
03
Couples who rely on annuities as a source of income and want to provide for their spouse's financial well-being after their own demise.
04
Anyone with a pension or retirement plan that offers spouse annuities as a benefit.
05
Individuals who want to protect their spouse from potential financial strain by securing a steady income stream through annuities.
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