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Please return completed form with check, and any applicable attachments, to the Canadian Worker Cooperative Federation. Direct TransferInIndicateRRSPTFSAPart I: Annuitant Request (name) (social insurance
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How to fill out part i annuitant request

01
To fill out Part I of the Annuitant Request, follow these steps:
02
Begin by entering your personal information, including your name, address, and contact details.
03
Provide your social security number and date of birth.
04
Next, indicate whether you are the primary annuitant or a joint annuitant.
05
If you are a joint annuitant, provide the primary annuitant's name and social security number.
06
Provide details about the annuity contract, such as the contract number and issuing company.
07
Indicate the payment option you prefer, such as a lump sum or periodic payments.
08
If you choose periodic payments, specify the frequency and duration.
09
Sign and date the form, and include any required documentation or attachments.
10
Review the completed form for accuracy and completeness before submitting it.
11
Submit the filled-out Part I of the Annuitant Request form to the designated recipient.

Who needs part i annuitant request?

01
Part I of the Annuitant Request is needed by individuals who wish to make changes or updates to their annuity contract.
02
This includes both primary annuitants and joint annuitants who want to modify the payment options or provide additional information.
03
It is essential for annuitants who want to initiate payments, change beneficiaries, or update their personal or contact details.
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Part I annuitant request is a form that annuitants must fill out to request a distribution of funds from an annuity account.
Annuitants who wish to receive a distribution of funds from their annuity account are required to file Part I annuitant request.
To fill out Part I annuitant request, annuitants must provide their personal information, account details, and specify the amount they wish to withdraw.
The purpose of Part I annuitant request is to facilitate the distribution of funds from annuity accounts to annuitants.
Information such as personal details of the annuitant, account details, and the amount to be withdrawn must be reported on Part I annuitant request.
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