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Deferred Annuity Claim Instructions For Individual Beneficiaries.atheneannuity.com Athene Annuity and Life CompanyMail or fax completed form to: P.O. Box 1555, Des Moines, IA 503061555 Fax: 866 709
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How to fill out deferred annuity claim instructions
How to fill out deferred annuity claim instructions
01
Step 1: Gather all necessary documents and information such as the policy number, death certificate of the annuity holder, and any additional relevant documentation.
02
Step 2: Contact the insurance company that issued the deferred annuity policy and inform them about the death of the annuity holder.
03
Step 3: Request the necessary claim forms from the insurance company or download them from their website if available.
04
Step 4: Carefully fill out the claim forms, ensuring that all required fields are completed accurately and any supporting documents are attached.
05
Step 5: Review the completed claim forms and supporting documents to make sure everything is in order.
06
Step 6: Submit the claim forms and supporting documents to the designated address provided by the insurance company.
07
Step 7: Follow up with the insurance company to ensure that the claim has been received and is being processed.
08
Step 8: Await communication from the insurance company regarding the status of the claim and any additional steps or documentation required.
09
Step 9: Once the claim is approved, the insurance company will provide instructions on how to receive the payout or benefits from the deferred annuity policy.
10
Step 10: Follow the instructions provided by the insurance company to collect the payout or benefits of the deferred annuity.
Who needs deferred annuity claim instructions?
01
Anyone who is named as a beneficiary of a deferred annuity policy needs deferred annuity claim instructions.
02
Executors or administrators of an estate may also require these instructions when handling the claims process on behalf of the deceased annuity holder.
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What is deferred annuity claim instructions?
Deferred annuity claim instructions are the procedures that policyholders or beneficiaries need to follow to claim benefits from a deferred annuity contract.
Who is required to file deferred annuity claim instructions?
The policyholder or beneficiary is required to file deferred annuity claim instructions in order to claim the benefits.
How to fill out deferred annuity claim instructions?
To fill out deferred annuity claim instructions, the policyholder or beneficiary needs to provide personal information, policy details, and any documentation required to support the claim.
What is the purpose of deferred annuity claim instructions?
The purpose of deferred annuity claim instructions is to ensure that policyholders or beneficiaries can easily claim the benefits they are entitled to from a deferred annuity contract.
What information must be reported on deferred annuity claim instructions?
Information such as policy number, name of the policyholder or beneficiary, contact information, date of death (if claiming death benefits), and any supporting documents must be reported on deferred annuity claim instructions.
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