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Get the free ANNUITY SERVICE REQUEST - My Washington National

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__ Costco Life Insurance Company of Texas. O. Box 1980 Carmel, IN 460821980THIRD PARTY PAYEE AUTHORIZATION CONTRACT NUMBEROWNERADDRESS DAYTIME PHONE # ()As a convenience to me, I request and authorize
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How to fill out annuity service request

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How to fill out annuity service request

01
Start by downloading the annuity service request form from the official website of the annuity service provider.
02
Fill in your personal information accurately in the designated spaces on the form. This includes your name, address, contact details, and social security number.
03
Specify the type of annuity service you require. This could be related to withdrawals, changes in beneficiary, or any other specific request.
04
Provide the necessary supporting documentation, such as identification proof, previous annuity statements, or any other relevant documents mentioned in the form instructions.
05
Double-check all the information you have provided to ensure its accuracy and completeness.
06
Sign and date the annuity service request form.
07
Submit the completed form along with the supporting documents either online through the annuity service provider's portal or by mail, as instructed in the form guidelines.
08
Keep a copy of the submitted form and supporting documents for your records.
09
Wait for confirmation from the annuity service provider regarding the processing of your request. It may take some time depending on the complexity of the request and the provider's internal processes.
10
Follow up with the annuity service provider if you do not receive any communication within a reasonable timeframe.

Who needs annuity service request?

01
Anyone who has an annuity and needs to request specific services related to their annuity can benefit from filling out an annuity service request. This includes individuals who want to make withdrawals, change beneficiaries, update personal information, or handle any other administrative tasks associated with their annuity. It is essential for annuity holders to be proactive in managing their annuity and fulfilling their specific needs through the proper request channels.
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An annuity service request is a formal application submitted to an insurance company or financial institution to initiate, change, or terminate an annuity service, such as withdrawals or changes in beneficiaries.
Typically, the policyholder or annuitant of the annuity is required to file an annuity service request to manage their account or ensure the correct processing of transactions.
To fill out an annuity service request, provide personal information such as your name, contact details, annuity contract number, and clearly specify the requested changes or services, ensuring all required fields are completed.
The purpose of an annuity service request is to enable the policyholder to manage their annuity account, including making withdrawals, updating beneficiary information, or requesting changes to the annuity terms.
The information that must be reported includes the annuity contract number, personal identification details, the nature of the request (e.g., withdrawal or beneficiary change), and any additional supporting documentation as required.
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