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Bankers Life Insurance Company18167 U.S. Hwy 19 North, Ste 525, Clearwater, FL 33764 P.O. Box 42020, St. Petersburg, FL 33742 Phone (800) 8392731 Fax (727) 3996965ANNUITY CHANGE REQUEST FORM POLICY

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How to fill out annuity change request 0214

01

To fill out annuity change request 0214, follow these steps:

02

Start by downloading the annuity change request 0214 form from the official website.

03

Read the instructions and requirements mentioned on the form carefully.

04

Fill in your personal details accurately, including your name, address, contact information, and policy number.

05

Specify the type of change you want to make to your annuity policy and provide any necessary supporting documents.

06

Double-check all the information filled in the form to ensure accuracy and completeness.

07

Sign and date the form at the designated sections.

08

Submit the filled-out annuity change request 0214 form to the appropriate department or person as instructed on the form.

09

Keep a copy of the filled form for your records.

10

Wait for confirmation or further instructions from the annuity provider regarding the requested change.

11

Follow up with the annuity provider if you don't receive any response within a reasonable timeframe.

Who needs annuity change request 0214?

01

Annuity change request 0214 is needed by policyholders who want to make changes or updates to their annuity policies.

02

This could include individuals who want to change their beneficiary, update personal information, make payment changes, or alter the investment options of their annuity.

03

It is important for annuity holders to submit the change request form to ensure that their policy reflects the desired modifications accurately.

04

By submitting the annuity change request 0214, policyholders can notify the annuity provider about the changes they want to make and ensure that the policy is updated accordingly.

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What is annuity change request 0214?

An annuity change request 0214 is a form used to request changes to an annuity account.

Who is required to file annuity change request 0214?

The account holder or their authorized representative is required to file annuity change request 0214.

How to fill out annuity change request 0214?

To fill out annuity change request 0214, the requester must provide their account information, requested changes, and any supporting documentation.

What is the purpose of annuity change request 0214?

The purpose of annuity change request 0214 is to facilitate changes to an annuity account such as updating account information or payment options.

What information must be reported on annuity change request 0214?

On annuity change request 0214, information such as account number, requested changes, and relevant personal information must be reported.

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