Get the free Annuity Beneficiary Claimant’s Statement

This form is used by beneficiaries to claim benefits from an annuity policy after the death of the member. It requires detailed information about the deceased member and the beneficiaries, as well as options for how the benefits will be received and tax withholding preferences.

How to fill out annuity beneficiary claimants statement

How to fill out annuity beneficiary claimants statement

1. Obtain the Annuity Beneficiary Claimant's Statement form from the insurance company or financial institution.
2. Read the instructions carefully to understand the information required.
3. Fill in the decedent's full name and policy number in the designated fields.
4. Provide your full name, address, and relationship to the deceased.
5. Complete the section regarding the death of the annuitant, including the date of death.
6. Indicate your preferred method of payment for the claim.
7. Add any additional information required, such as social security numbers, if prompted.
8. Sign and date the form to certify that the information provided is accurate.
9. Submit the completed form along with any additional required documents, such as a death certificate.

Who needs annuity beneficiary claimants statement?

1. Beneficiaries of an annuity contract who are seeking to claim benefits upon the death of the annuitant.
2. Families or dependents of the decedent entitled to the annuity proceeds.

For pdfFiller’s FAQs

How do I modify my annuity beneficiary claimants statement in Gmail?

Using pdfFiller's Gmail add-on, you can edit, fill out, and sign your annuity beneficiary claimants statement and other papers directly in your email. You may get it through Google Workspace Marketplace. Make better use of your time by handling your papers and eSignatures.

How can I modify annuity beneficiary claimants statement without leaving Google Drive?

By integrating pdfFiller with Google Docs, you can streamline your document workflows and produce fillable forms that can be stored directly in Google Drive. Using the connection, you will be able to create, change, and eSign documents, including annuity beneficiary claimants statement, all without having to leave Google Drive. Add pdfFiller's features to Google Drive and you'll be able to handle your documents more effectively from any device with an internet connection.

Where do I find annuity beneficiary claimants statement?

The premium pdfFiller subscription gives you access to over 25M fillable templates that you can download, fill out, print, and sign. The library has state-specific annuity beneficiary claimants statement and other forms. Find the template you need and change it using powerful tools.

What is annuity beneficiary claimants statement?

An annuity beneficiary claimants statement is a formal document used by beneficiaries to claim benefits from an annuity upon the death of the annuitant.

Who is required to file annuity beneficiary claimants statement?

The beneficiary of the annuity, or the individual who is entitled to receive benefits after the death of the annuitant, is required to file an annuity beneficiary claimants statement.

How to fill out annuity beneficiary claimants statement?

To fill out the annuity beneficiary claimants statement, provide identification information, details about the annuitant, your relationship to the annuitant, and any required documentation supporting your claim.

What is the purpose of annuity beneficiary claimants statement?

The purpose of the annuity beneficiary claimants statement is to formally initiate the process for beneficiaries to receive the benefits of an annuity after the death of the annuitant.

What information must be reported on annuity beneficiary claimants statement?

The information that must be reported includes the beneficiary's identification details, the annuitant's identification information, the policy number, the date of the annuitant's death, and any relevant supporting documents.