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GROUP ANNUITY SINGLE SUM SURVIVOR BENEFIT PAYMENT (NON-SPOUSE) Page 1 of 4 Print in uppercase using black or dark blue ink. Please use this form to request a single sum payment from the retirement
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How to fill out group annuity single sum
To effectively fill out a group annuity single sum, follow these steps:
01
Gather the necessary information: Collect all relevant personal and financial details for the annuitant, such as their name, contact information, date of birth, and social security number. Additionally, have the group's plan and policy details readily available.
02
Review the group annuity policy: Carefully examine the terms and conditions of the group annuity policy. Understand the various options and benefits available, such as guaranteed interest rates, payout options, and any potential fees or charges.
03
Determine the desired single sum amount: Decide on the specific amount the annuitant wishes to contribute as a single sum payment. This sum typically represents the initial investment into the group annuity contract.
04
Contact the annuity provider: Reach out to the company or financial institution that offers the group annuity. Provide them with the necessary information and express your interest in filling out the single sum portion of the annuity.
05
Complete the required paperwork: The annuity provider will supply the relevant forms and paperwork needed to fill out the single sum contribution. Ensure that all information provided is accurate and complete, as any mistakes or omissions might cause delays or issues later on.
06
Consider seeking professional advice: If the annuity policy is complex or if the annuitant has any uncertainties, it may be beneficial to consult with a financial advisor or an insurance professional who specializes in annuities. Their expertise can help navigate through the process and ensure that the annuitant's financial goals align with the annuity chosen.
Who needs group annuity single sum:
01
Employees planning for retirement: Group annuity single sums are commonly utilized in retirement planning by employees who have access to retirement plans sponsored by their employers. By contributing a lump sum into a group annuity, individuals can ensure a steady income stream during their retirement years.
02
Employers offering retirement benefits: Employers may opt for group annuity single sums as part of their retirement benefit packages. By providing employees with the opportunity to contribute a single sum into a group annuity, employers can assist in securing their employees' financial future.
03
Individuals seeking long-term financial security: Any individual looking for a reliable and secure long-term investment option can consider a group annuity single sum. These annuities provide a guaranteed income stream, often with tax advantages, and can offer peace of mind knowing that regular payments will be received in the future.
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What is group annuity single sum?
Group annuity single sum is a type of retirement plan where a single payment is made to purchase an annuity for a group of individuals.
Who is required to file group annuity single sum?
Employers or plan sponsors who offer group annuity single sum plans are required to file the necessary forms with the appropriate regulatory authorities.
How to fill out group annuity single sum?
To fill out a group annuity single sum, employers must provide information about the plan participants, payment amounts, and annuity providers.
What is the purpose of group annuity single sum?
The purpose of group annuity single sum is to provide retirement income for a group of individuals who are covered under the plan.
What information must be reported on group annuity single sum?
Information such as participant details, payment amounts, and annuity provider details must be reported on group annuity single sum forms.
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