Get the free Individual Annuity Subaccount Change Request Form
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The Ohio National Life Insurance Company
Ohio National Life Assurance Corporation
P.O. Box 5308 Cincinnati, OH 452015308
Telephone: (888) 9256446Annuity Settlement Option Summary
Period Certain:
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How to fill out individual annuity subaccount change
How to fill out individual annuity subaccount change
01
To fill out individual annuity subaccount change, follow these steps:
02
Start by gathering your account information, such as your policy number and personal details.
03
Contact your insurance company or financial advisor to request the necessary forms for subaccount change.
04
Review the available fund options and their respective investment objectives.
05
Determine how you would like to allocate your funds among the subaccounts.
06
Complete the required forms, providing accurate information and indicating your desired changes.
07
Double-check the forms for any errors or omissions before submitting them.
08
Submit the completed forms to your insurance company or financial advisor, following their instructions.
09
Keep a copy of the filled-out forms for your records.
10
Monitor your account to ensure that the subaccount change is processed correctly.
Who needs individual annuity subaccount change?
01
Individuals who have an annuity policy with a subaccount feature may need to make changes to their subaccount allocation.
02
These changes can be necessary for various reasons, such as a shift in investment objectives, risk tolerance, or financial goals.
03
Additionally, individuals who want to update their investment strategy or take advantage of new fund options may also require a subaccount change.
04
It is advisable to consult with a financial advisor or insurance professional to determine if an individual annuity subaccount change is suitable for your specific situation.
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What is individual annuity subaccount change?
Individual annuity subaccount change is a form used to request changes to the investments within a variable annuity policy.
Who is required to file individual annuity subaccount change?
Policyholders or annuitants who wish to make changes to their investment allocations within a variable annuity policy are required to file individual annuity subaccount change.
How to fill out individual annuity subaccount change?
Individual annuity subaccount change can typically be filled out online, through the insurance company's website, or by contacting the customer service department for assistance.
What is the purpose of individual annuity subaccount change?
The purpose of individual annuity subaccount change is to allow policyholders to adjust their investment selections based on their financial goals and risk tolerance.
What information must be reported on individual annuity subaccount change?
The information required on individual annuity subaccount change includes the policyholder's name, policy number, desired investment changes, and any other relevant details.
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