Get the free Annuity Service Request Form Financial Transactions

Underwritten by: Western-Southern Life Assurance Company Return completed form to: Annuity Operations PO Box 2918 Cincinnati, OH 45201-2918 For assistance, call 800.926.1702 Annuity Service Request

How to fill out annuity service request form

How to fill out annuity service request form:

1. Begin by entering your personal information such as your name, address, phone number, and email address. This information is important for the annuity service provider to contact you regarding your request.
2. Next, provide details about the annuity for which you are seeking services. Include the policy number, type of annuity, and any other relevant information. Be as specific as possible to ensure accurate processing of your request.
3. Indicate the purpose of your service request. Whether you are looking to withdraw funds, change beneficiaries, or make any other changes to your annuity, clearly state your intention.
4. If you have any specific instructions or additional information for the annuity service provider, include it in the designated section of the form. This may include details about tax withholding, special requests, or any other pertinent information.
5. Once you have filled out the required sections, review the form for any errors or missing information. Double-check that all fields are completed accurately and that there are no mistakes in your personal details or annuity information.
6. Finally, sign and date the form to confirm that all the information provided is accurate and complete. Submit the form through the designated method, which may include mailing, faxing, or submitting it online.

Who needs annuity service request form?

1. Individuals who hold annuity policies and require any type of service related to their annuities may need to fill out an annuity service request form. This includes policyholders who wish to make withdrawals, change beneficiaries, update personal details, or request any other modification to their annuity contracts.
2. Financial advisors or representatives assisting clients with their annuities may also need to fill out annuity service request forms on their clients' behalf. This ensures smooth communication between the annuity service provider and the policyholder.
3. Insurance companies and annuity service providers utilize annuity service request forms to accurately process and track service requests from policyholders. These forms help streamline the administrative process and ensure that the requested services are carried out efficiently.

For pdfFiller’s FAQs

What is annuity service request form?

An annuity service request form is a document used to request changes or updates to an existing annuity account.

Who is required to file annuity service request form?

Anyone who holds an annuity account and wishes to make changes or updates to it is required to file an annuity service request form.

How to fill out annuity service request form?

To fill out an annuity service request form, one must provide personal information, details of the desired changes or updates, and any supporting documents required.

What is the purpose of annuity service request form?

The purpose of an annuity service request form is to facilitate and process requests for changes or updates to annuity accounts.

What information must be reported on annuity service request form?

Information such as account details, desired changes or updates, personal information, and any supporting documents must be reported on an annuity service request form.

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