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CONTINGENT ANNUITANT ELECTION FORM FOR JOINT & SURVIVOR BENEFITS Note: If your Contingent Annuitant is your spouse, you do not need to complete this form. I, (Full Name) Social Security Number Street
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How to fill out contingent annuitant election form
How to fill out contingent annuitant election form
01
Step 1: Obtain the contingent annuitant election form from the appropriate source, such as your employer or insurance provider.
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Step 2: Read the instructions provided on the form carefully to understand the requirements and process.
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Step 3: Fill out your personal information accurately, including your name, contact information, and any requested identification details.
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Step 4: Specify the annuitant for whom you are making the contingent election by providing their name, relationship to you, and any other relevant information.
05
Step 5: Indicate your desired contingent annuitant election, which typically involves selecting a percentage or portion of the annuity benefit to be paid to the contingent annuitant, if necessary.
06
Step 6: Sign and date the form, confirming that all the information provided is true and accurate.
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Step 7: Submit the completed form to the designated person or department as instructed, either through mail, fax, or electronic means.
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Step 8: Keep a copy of the filled-out form for your records.
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Step 9: Follow up with the appropriate party to ensure your contingent annuitant election form has been received and processed.
Who needs contingent annuitant election form?
01
Individuals who have annuity contracts or insurance policies that offer the option of designating a contingent annuitant may need to fill out a contingent annuitant election form.
02
Contingent annuitants are typically chosen to receive the annuity benefits in case the primary annuitant, who is initially selected, passes away before the annuity payments start or while they are still ongoing.
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Therefore, anyone who wishes to specify an alternate recipient or beneficiary for their annuity benefits in such situations may need to complete this form.
04
It is important to check the terms and conditions of your specific annuity or insurance policy to determine if a contingent annuitant election form is necessary.
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What is contingent annuitant election form?
The contingent annuitant election form is a form that allows a retiree to designate a beneficiary to receive any remaining benefits in the event of their death.
Who is required to file contingent annuitant election form?
Retirees who have a pension plan that offers the option to designate a contingent annuitant are required to file the contingent annuitant election form.
How to fill out contingent annuitant election form?
To fill out the contingent annuitant election form, retirees need to provide their personal information, as well as the information of the designated beneficiary.
What is the purpose of contingent annuitant election form?
The purpose of the contingent annuitant election form is to ensure that the retiree's benefits are passed on to their chosen beneficiary in case of death.
What information must be reported on contingent annuitant election form?
The contingent annuitant election form must include the retiree's name, contact information, and the name and contact information of the designated beneficiary.
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