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JOINT ANNUITY FUND, LOCAL UNION NO. 164, I.B.E.W. DESIGNATION OF BENEFICIARY SURVIVOR BENEFIT ___ 1. PARTICIPANT INFORMATION (Please print clearly) ___/___/___ SOCIAL SECURITY NUMBER ___ ___ ___ LAST
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How to fill out distribution form joint annuity

How to fill out distribution form joint annuity
01
Obtain the distribution form joint annuity from the insurance company or financial institution that issued the annuity.
02
Fill in the policyholder's name, address, and policy number accurately.
03
Provide information about the joint annuitant, including their name, date of birth, and relationship to the policyholder.
04
Specify the distribution option you have chosen, such as monthly payments or a lump sum.
05
Sign and date the form, and make sure that the joint annuitant also signs if required.
06
Submit the completed form to the insurance company or financial institution for processing.
Who needs distribution form joint annuity?
01
Individuals who have purchased a joint annuity and wish to make changes to their distribution options.
02
Beneficiaries who are entitled to receive payments from a joint annuity after the death of the policyholder.
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What is distribution form joint annuity?
A distribution form joint annuity is a document used to record the distribution of assets from a joint annuity account.
Who is required to file distribution form joint annuity?
The beneficiaries or account holders of the joint annuity account are required to file the distribution form joint annuity.
How to fill out distribution form joint annuity?
To fill out the distribution form joint annuity, one must provide details of the account, beneficiaries, and the distribution amounts.
What is the purpose of distribution form joint annuity?
The purpose of the distribution form joint annuity is to ensure that the assets in the joint annuity account are distributed according to the wishes of the account holders.
What information must be reported on distribution form joint annuity?
The distribution form joint annuity must include details such as account information, beneficiary information, and the amounts being distributed to each beneficiary.
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