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MATURITY SETTLEMENT OPTION FORM Washington National Insurance Company
P.O. Box 2022
Carmel, IN 460822022
(800) 8669922
Contract/Policy Number
Annuitant/InsuredOwnerStreet Address
City
State CodeDaytime
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How to fill out deferred annuity claims packet
How to fill out deferred annuity claims packet
01
Obtain the deferred annuity claims packet from the insurance company or website.
02
Fill out the policyholder information section including name, policy number, and contact information.
03
Provide details on the annuitant, if different from the policyholder.
04
Indicate the type of claim being filed and the reason for the claim.
05
Attach any necessary documentation such as a death certificate or proof of disability.
06
Sign and date the claim form, ensuring all information is accurate and complete.
07
Submit the completed packet to the insurance company either by mail or online.
Who needs deferred annuity claims packet?
01
Anyone who holds a deferred annuity policy and needs to make a claim in order to receive benefits.
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What is deferred annuity claims packet?
Deferred annuity claims packet is a set of forms and documents required to claim benefits from a deferred annuity contract.
Who is required to file deferred annuity claims packet?
The policyholder or beneficiaries designated in the contract are required to file the deferred annuity claims packet.
How to fill out deferred annuity claims packet?
To fill out the deferred annuity claims packet, you need to provide personal information, policy details, and any required documentation requested by the insurance company.
What is the purpose of deferred annuity claims packet?
The purpose of the deferred annuity claims packet is to facilitate the processing and payment of benefits from a deferred annuity contract.
What information must be reported on deferred annuity claims packet?
The deferred annuity claims packet requires information such as policyholder details, beneficiaries, policy number, and any relevant supporting documents.
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