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IBEW Local No. 32 NECA Profit Sharing Annuity Plan PARTICIPANT BENEFICIARY FORM Participant Name: Address:Social Security Number: Marital Status:Date of Birth: MarriedSingleDivorcedWidowedINSTRUCTIONS:

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How to fill out annuity beneficiary form

01

Obtain the annuity beneficiary form from your annuity provider.

02

Fill in your personal information, such as your name, address, and contact details.

03

Identify the beneficiary by providing their name, relationship to you, and contact information.

04

Specify the percentage or amount of the annuity proceeds that will go to each beneficiary.

05

Sign and date the form, and make sure to follow any additional instructions provided by your annuity provider.

Who needs annuity beneficiary form?

01

Anyone who has purchased an annuity and wants to designate a beneficiary to receive the funds upon their passing.

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What is annuity beneficiary form?

An annuity beneficiary form is a document that designates who will receive the proceeds of an annuity upon the death of the annuity holder.

Who is required to file annuity beneficiary form?

The annuity owner is required to file an annuity beneficiary form to ensure that their chosen beneficiaries can receive the funds after their death.

How to fill out annuity beneficiary form?

To fill out an annuity beneficiary form, provide the required personal information, including your name, the names of the beneficiaries, their relationship to you, their Social Security numbers, and their contact information.

What is the purpose of annuity beneficiary form?

The purpose of the annuity beneficiary form is to specify who will inherit the annuity benefits when the annuity owner passes away.

What information must be reported on annuity beneficiary form?

The annuity beneficiary form must report information such as beneficiary names, their relationship to the annuity owner, contact information, and Social Security numbers.

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