Get the free ANNUITIZATION ELECTION FORM

ANNUITIZATION ELECTION FORM Athene Annuity & Life Assurance Company 1. CONTRACT INFORMATION Contract Number Name of Annuitant Name of Contract Owner Social Security Number Street Address, City, State,

How to fill out annuitization election form

How to fill out annuitization election form:

1. Obtain a copy of the annuitization election form from your insurance provider or financial institution. This form is typically required when you have an annuity contract and want to start receiving regular payments.
2. Begin by filling in your personal information, such as your name, address, social security number, and contact details. Ensure that all information is accurate and up to date.
3. Next, provide details about your annuity contract, including the contract number, the date it was issued, and any other relevant policy information. This helps the insurance company identify your specific annuity contract.
4. Decide on the annuitization option that best suits your needs. This determines how your payments will be structured. There are various options available, such as a single life annuity, joint and survivor annuity, fixed period annuity, or life with a period certain annuity. Choose the option that aligns with your financial goals and circumstances.
5. Determine the frequency of your annuity payments. You may have the option to receive payments monthly, quarterly, semi-annually, or annually. Select the frequency that best fits your financial situation.
6. Specify the payment start date. This refers to the date when you want your annuity payments to begin. Ensure that you consider any financial obligations or plans you have in mind when choosing the start date.
7. If applicable, indicate any additional riders or options that you would like to include in your annuity contract. These could include features such as inflation protection, a death benefit, or a period certain guarantee. Review the available options with your insurance provider or financial advisor before making your selection.
8. Review the completed form to ensure all information is accurate and complete. Double-check that you have signed and dated the form before submitting it to your insurance provider or financial institution.

Who needs annuitization election form:

1. Individuals who currently hold an annuity contract and have reached the age at which they want to start receiving regular payments may need to fill out an annuitization election form.
2. Those who have experienced a life event, such as retirement or a change in financial circumstances, that requires them to convert their annuity into a regular income stream may also need to complete this form.
3. People who wish to customize their annuity payments or add additional features to their annuity contract, such as a death benefit or inflation protection, may be required to fill out the annuitization election form as part of the process.

For pdfFiller’s FAQs

What is annuitization election form?

The annuitization election form is a document that allows an individual to choose how they would like to receive payments from their annuity.

Who is required to file annuitization election form?

Anyone who has an annuity that offers different annuitization options may be required to file the annuitization election form.

How to fill out annuitization election form?

To fill out the annuitization election form, you need to provide your personal information, select the annuitization option you prefer, and sign the form.

What is the purpose of annuitization election form?

The purpose of the annuitization election form is to give annuity owners a choice in how they want to receive payments from their annuity.

What information must be reported on annuitization election form?

The annuitization election form typically requires information such as the annuitant's name, contact information, social security number, and selected annuitization option.

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