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PERSONAL CHOICE PLUS ANNUITY CLAIM FORM Deceased Information: (An Original Death Certificate is Required) Name: Social Security Number: Date of Birth: Date of Death: Policy Number(s) of Deceased:
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To fill out personal choice plus annuity, follow these steps:
02
Gather all necessary information such as your personal details, financial information, and beneficiary information.
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Contact your insurance provider or visit their website to obtain the personal choice plus annuity application form.
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Read the form carefully and gather any additional documents required, such as identification proofs.
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Fill out the application form accurately and completely, providing all the necessary information.
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Review the form to ensure all information is correct and there are no errors.
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Sign and date the form where required.
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Attach any additional documents as instructed.
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Make a copy of the filled-out form and keep it for your records.
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Submit the completed form along with any required documents to your insurance provider.
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Follow up with your insurance provider to ensure that your application has been received and processed.

Who needs personal choice plus annuity?

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Personal choice plus annuity is suitable for individuals who:
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- Want a guaranteed stream of income during retirement.
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- Seek to minimize the risk of outliving their savings.
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- Are looking for tax advantages and prefer deferring taxes on their retirement savings until withdrawal.
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- Want to protect their beneficiaries by providing them with a death benefit in case of the annuitant's passing.
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- Are willing to trade liquidity for a steady income stream throughout retirement.
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- Prefer the simplicity and peace of mind offered by an annuity contract.
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Personal choice plus annuity is a retirement savings option that allows individuals to customize their investment choices and benefits through an annuity product.
Individuals participating in specific retirement plans or annuity programs typically need to file for a personal choice plus annuity.
To fill out personal choice plus annuity, individuals should complete the designated forms with relevant personal and financial information, ensuring all required fields are accurately filled.
The purpose of personal choice plus annuity is to provide individuals with flexible retirement planning options that can cater to their unique financial goals and needs.
Individuals must report personal identification details, investment choices, financial contributions, and beneficiary designations on personal choice plus annuity.
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