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DISTRICT COUNCIL ironworkers OF NORTHERN NEW JERSEY ANNUITY FUND 12 EDISON PLACE, SPRINGFIELD, NJ 07081-1310 (973) 376-7230 ANNUITY BENEFIT APPLICATION TO BE COMPLETED BY EXECUTOR OR ADMINISTRATOR

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How to fill out annuity beneficiary form

How to fill out an annuity beneficiary form:

01

Obtain the form: Start by obtaining the annuity beneficiary form from the financial institution or insurance company that manages your annuity. You may be able to find this form on their website or by reaching out to their customer service department.

02

Personal information: Begin by providing your personal information, including your full name, address, and contact details. This information is necessary for the financial institution to identify you and ensure that the form is filled out accurately.

03

Designate your beneficiaries: Indicate who you would like to be the beneficiaries of your annuity. Include their full names, relationships to you, and their contact information. You can typically designate primary beneficiaries as well as contingent beneficiaries who will receive the benefits if the primary beneficiaries are unable to.

04

Specify beneficiary shares: If you want to distribute the annuity benefits among multiple beneficiaries, you will need to specify the percentage or dollar amount that each person should receive. This ensures that the benefits are distributed according to your wishes.

05

Provide Social Security numbers: In order to comply with legal requirements, the annuity beneficiary form may ask for the Social Security numbers of the beneficiaries. This information helps with identifying the beneficiaries and may be necessary for tax purposes.

06

Review and sign: Before submitting the form, carefully review all the information you have provided to ensure accuracy. Make sure that all necessary fields are completed and that there are no errors or missing information. Finally, sign and date the form.

Who needs an annuity beneficiary form?

An annuity beneficiary form is necessary for individuals who have purchased annuities and want to designate who will receive the benefits upon their death. It is an important document that allows annuity owners to have control over the distribution of their assets and ensures that their beneficiaries are taken care of financially. Regardless of age or financial status, anyone who owns an annuity should consider completing an annuity beneficiary form to express their wishes regarding the distribution of their annuity benefits.

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