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COMMONWEALTH OF PENNSYLVANIA STATE EMPLOYEES' RETIREMENT SYSTEM 30 N 3RD STREET SUITE 150 HARRISBURG, PA 17101-1716 TOLL-FREE: 1-800-633-5461 www.sers.state.pa.us ACKNOWLEDGEMENT OF CURRENT ANNUITY
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How to fill out acknowledgement of current annuity:

01
Start by entering your personal information, such as your name, address, phone number, and email address, in the designated fields on the form.
02
Next, provide details about your annuity, such as the policy number, the name of the insurance company, and the date the annuity was issued.
03
Indicate the type of annuity you have, whether it is a fixed annuity, variable annuity, or indexed annuity.
04
Specify the annuity payment frequency, whether it is monthly, quarterly, annually, or another interval.
05
If applicable, provide information about any joint annuitant or beneficiaries associated with the annuity.
06
Read through the acknowledgement statement and sign and date the form to confirm that you understand the terms and conditions of the annuity.
07
Submit the completed acknowledgement of current annuity form to the appropriate party, such as your insurance company or financial institution.

Who needs acknowledgement of current annuity?

01
Individuals who currently hold an annuity from an insurance company or financial institution.
02
Those who want to confirm their understanding of the terms and conditions of their annuity.
03
Anyone who may need to provide proof or acknowledgement of their annuity for legal or financial purposes.
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Acknowledgement of current annuity is a document that verifies receipt of the current annuity payment.
The recipient of the current annuity payment is required to file the acknowledgement.
The acknowledgement of current annuity can typically be filled out by providing personal information and signing to confirm receipt of the payment.
The purpose of acknowledgement of current annuity is to confirm that the recipient has received the payment as scheduled.
The acknowledgement usually requires information such as name, address, payment amount, date received, and signature.
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PENNSYLVANIA SERS-329 SERS-303 sers HARRISBURG TOLLFREE SERS-300 3RD retiree counseled ANNUITY SELECTIONS submitting ACKNOWLEDGEMENT SA acknowledging PAYABLE completing CONTACTING PL

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