Get the free NI Annuitant Beneficiary Designation Form. NI-61-0002-2002 (fillable)

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National Integrity Life Insurance Company PO Box 5720 Cincinnati, OH 452015720 For assistance, call 800.522.1627Annuity Beneficiary Designation Form This program applies only to the death benefit

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How to fill out ni annuitant beneficiary designation

01

To fill out NI annuitant beneficiary designation, follow these steps:

02

Obtain the beneficiary designation form from the NI annuitant provider.

03

Fill in your personal information, including your full name, address, and contact details.

04

Provide the name and contact details of the beneficiary/beneficiaries whom you want to designate.

05

Indicate the relationship between the annuitant and the beneficiary/beneficiaries.

06

Specify the percentage or amount of the annuity that each beneficiary will receive.

07

Sign and date the form.

08

Submit the completed form to the relevant NI annuitant provider for processing.

Who needs ni annuitant beneficiary designation?

01

Anyone who has an NI annuity and wishes to designate beneficiaries for that annuity needs the NI annuitant beneficiary designation form.

02

It is especially important for individuals who want to ensure that their chosen beneficiaries receive the annuity proceeds upon their death.

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What is ni annuitant beneficiary designation?

The ni annuitant beneficiary designation refers to a formal document that allows an individual (the annuitant) to designate beneficiaries who will receive benefits upon their death.

Who is required to file ni annuitant beneficiary designation?

Individuals who own annuity contracts or policies are required to file a ni annuitant beneficiary designation.

How to fill out ni annuitant beneficiary designation?

To fill out the ni annuitant beneficiary designation, provide the names, relationship to the annuitant, and contact information of the beneficiaries, ensuring all required fields are completed accurately.

What is the purpose of ni annuitant beneficiary designation?

The purpose of the ni annuitant beneficiary designation is to ensure that the annuitant’s benefits are directed to the chosen beneficiaries after the annuitant's death.

What information must be reported on ni annuitant beneficiary designation?

The information that must be reported includes the annuitant's personal details, names and details of beneficiaries, and any specific instructions regarding the distribution of benefits.

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