Get the free Service Request for Annuity Contracts

Service Request for Annuity Contracts www.athene.com Athene Annuity and Life Company Mail or fax completed form to: 7700 Mills Civic Parkway, West Des Moines, IA 50266-3862 P.O. Box 1555, Des Moines,

How to fill out service request for annuity

How to fill out a service request for annuity:

1. Start by gathering all necessary information and documents related to your annuity, such as account numbers, policy details, and personal identification.
2. Contact the annuity provider or insurance company to obtain the specific service request form. This can usually be done by calling their customer service or visiting their website.
3. Carefully read and understand the instructions provided on the service request form. Pay attention to any specific requirements or documentation that may be needed for the request.
4. Provide your personal and contact information accurately on the form. This may include your name, address, phone number, and email address.
5. Clearly state the nature of the service request on the form. Examples of common service requests for annuities include beneficiaries change, withdrawal requests, transfer of funds, or account updates.
6. Fill in the required information regarding your annuity policy, such as the policy number, effective date, and any relevant details about the requested service.
7. Attach any supporting documentation that might be required, such as a copy of your identification or a letter of authorization if someone else is acting on your behalf.
8. Review the completed form and attached documents for accuracy and completeness. Make sure all required fields are filled out, and all necessary signatures or authorizations are provided.
9. Submit the service request form and any required documents according to the instructions specified on the form. This might involve mailing it to a specific address, faxing it, or submitting it online through the annuity provider's website.
10. Keep a copy of the submitted form and any corresponding documents for your records. It is also advisable to make note of the date and method of submission for future reference.

Who needs a service request for annuity?

1. Annuity policyholders who wish to make changes or updates to their annuity account, such as updating beneficiary information, requesting a withdrawal, or transferring funds.
2. Beneficiaries of an annuity who need to make a claim or request a payout following the death of the annuity holder.
3. Individuals who have questions or concerns about their annuity policy and need assistance or clarification from the annuity provider.
4. Any annuity policyholder seeking general information or assistance regarding their annuity, such as verifying account balances, understanding policy details, or requesting account statements.
5. Individuals who want to review or change their annuity investment options, such as reallocating funds from one investment option to another within their annuity account.

Note: The specific requirements and procedures for a service request for annuity may vary depending on the annuity provider and the type of request being made. It is always recommended to consult the annuity provider directly or refer to their official documentation for accurate and up-to-date information.

For pdfFiller’s FAQs

What is service request for annuity?

A service request for annuity is a formal submission made by an individual or organization to request annuity payments.

Who is required to file service request for annuity?

The individual or organization who is entitled to receive annuity payments is required to file the service request for annuity.

How to fill out service request for annuity?

The service request for annuity can be filled out by providing personal information, payment details, and any other required documentation.

What is the purpose of service request for annuity?

The purpose of the service request for annuity is to ensure that the correct individual or organization receives their annuity payments.

What information must be reported on service request for annuity?

The service request for annuity must include personal information, payment details, and any other relevant information related to the annuity payments.

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