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Beneficiary Designation Form For VALID Annuity Accounts Only The Variable Annuity Life Insurance Company (VALID)Call 18004482542 for assistance.1. CLIENT INFORMATION Name: ___ Marital Status:SSN or
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How to fill out annuity beneficiary designation form
How to fill out annuity beneficiary designation form
01
Obtain the annuity beneficiary designation form from your insurance provider or financial institution.
02
Fill out your personal information including your name, address, and policy number.
03
List the primary beneficiary/beneficiaries and their relationship to you.
04
Indicate the percentage of the annuity assets that each primary beneficiary should receive.
05
If desired, list contingent beneficiaries in case the primary beneficiaries are unable to receive the assets.
06
Sign and date the form, and have it witnessed or notarized as required by the provider.
Who needs annuity beneficiary designation form?
01
Individuals who own an annuity and want to designate who should receive the annuity assets upon their death.
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What is annuity beneficiary designation form?
The annuity beneficiary designation form is a document that allows the policyholder to specify who will receive the proceeds of the annuity upon their death.
Who is required to file annuity beneficiary designation form?
The policyholder or annuitant is required to file the annuity beneficiary designation form.
How to fill out annuity beneficiary designation form?
The form typically requires the individual's name, contact information, relationship to the policyholder, and the percentage of the annuity proceeds they are to receive.
What is the purpose of annuity beneficiary designation form?
The purpose of the form is to ensure that the annuity proceeds are distributed according to the policyholder's wishes upon their death.
What information must be reported on annuity beneficiary designation form?
The form must include the beneficiary's name, address, date of birth, social security number, and relationship to the policyholder.
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