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Variable annuity annuitization request form Gen worth Life & Annuity Gen worth Life of New York Tel: 800 352.9910 Fax: 804 281.6178 genworth.com from Gen worth Life and Annuity Insurance Company,

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How to fill out variable annuity annuitization request

How to Fill Out a Variable Annuity Annuitization Request:

Gather all necessary documents:

Before filling out the variable annuity annuitization request, make sure you have all the relevant documents handy. This may include your annuity contract, identification documents, and any other forms required by your annuity provider.

Understand the options available:

Before proceeding with the annuitization request, it is important to understand the different options available to you. Variable annuities offer various ways to receive your payments, such as lifetime income, fixed-period payments, or lump-sum withdrawal. Familiarize yourself with these options to choose the one that best suits your financial needs.

Complete the request form:

Once you have the necessary documents and have decided on your preferred annuitization option, begin filling out the annuitization request form. Provide accurate and honest information in all the fields, as any errors or inaccuracies may lead to delays or complications.

Provide personal information:

The annuitization request form will typically require your personal information, such as your name, address, social security number, and contact details. Ensure that all the information provided is correct and up-to-date.

Choose the annuitization option:

Indicate the specific annuitization option you have chosen on the form. This can include options such as a single life annuity, joint life annuity, or period specific annuity. Read the instructions carefully and choose the option that aligns with your financial goals and circumstances.

Specify payment details:

Depending on the annuitization option chosen, you may need to specify additional details regarding your preferred payment schedule. For example, if you opt for a lifetime income, you may need to indicate whether you want monthly, quarterly, or annual payments.

Review and double-check:

Before submitting the annuitization request form, take the time to review all the information provided. Double-check for any errors, missing information, or inconsistencies. It is crucial to ensure that the form is complete and accurate to avoid any unnecessary delays in processing.

Who Needs a Variable Annuity Annuitization Request:

Individuals with a variable annuity nearing maturity:

Variable annuities often come with a maturity date, at which point the annuity holder can choose to annuitize the contract. If your variable annuity is about to reach its maturity date, you may need a variable annuity annuitization request to initiate the process of converting the annuity into regular income payments.

Retirees seeking a steady stream of income:

Variable annuities can be an attractive option for retirees looking for a predictable stream of income during their retirement years. By annuitizing a variable annuity, retirees can convert their accumulated savings into a regular income stream, providing financial stability throughout their retirement.

Individuals looking to secure financial future:

Those who want to ensure a secure financial future by diversifying their investment portfolio often consider variable annuity annuitization. By converting a variable annuity into a regular income stream, individuals can potentially safeguard their financial well-being and reduce the risk of outliving their savings.

It is important to note that specific circumstances may vary, and it is advisable to consult with a financial advisor or the annuity provider for personalized guidance regarding the annuitization request and who may need it.

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