Get the free Successor annuitant change form - E4391 - Sun Life Financial

Successor annuitant change form Note: Use for nonregistered Super flex policies only. Important: You must initial any corrections to the form. 1. Policy number 2. Information about the owner of the

How to fill out successor annuitant change form

How to Fill Out Successor Annuitant Change Form:

1. Start by obtaining the successor annuitant change form from the appropriate authority or institution. This form is typically provided by insurance companies or investment firms that offer annuities.
2. Enter your personal information in the designated fields. This usually includes your full name, address, phone number, and social security number. Make sure to double-check the accuracy of the information provided.
3. Identify the annuity contract for which you are requesting a successor annuitant change. This may involve providing the contract number or any other specific details that help identify your annuity.
4. Specify the current annuitant – the individual whose life is the basis for the annuity payments. This could be yourself or another person whose annuity you have an interest in.
5. Provide the name and information of the successor annuitant you wish to designate. The successor annuitant is the person who will replace the current annuitant upon their death. Include their full name, date of birth, and social security number.
6. If there are multiple annuitants listed on the annuity contract, indicate which annuitant's life the successor annuitant designation applies to.
7. Review the form to ensure all the information provided is accurate and complete. Any errors or missing details could result in delays or complications in processing the request.
8. Sign and date the form in the designated areas. Depending on the institution, you may need a witness or a notary public to validate your signature.
9. Follow the instructions provided on the form to submit it to the appropriate authority. This may involve mailing the completed form to a specific address or submitting it electronically through an online portal.

Who Needs Successor Annuitant Change Form:

The successor annuitant change form is typically required by individuals who hold annuity contracts and wish to designate a new annuitant to receive the benefits upon the current annuitant's death. This form is commonly used in situations where the original annuitant wants to ensure a smooth transition of benefits to a chosen successor, such as a spouse or a child. It is important to consult the terms and conditions of the specific annuity contract and any applicable laws or regulations to determine the eligibility and requirements for making a successor annuitant change.

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What is successor annuitant change form?

Successor annuitant change form is a document that allows a policyholder to designate a new individual or entity as the recipient of annuity payments in the event of their death.

Who is required to file successor annuitant change form?

The policyholder or annuitant is required to file the successor annuitant change form.

How to fill out successor annuitant change form?

The form usually requires the policyholder to fill out their personal information, the information of the new annuitant, and sign the form to make the change official.

What is the purpose of successor annuitant change form?

The purpose of the successor annuitant change form is to ensure that annuity payments continue to be distributed to the designated beneficiary after the policyholder's death.

What information must be reported on successor annuitant change form?

The form typically requires information such as the policyholder's name, address, policy number, and the new annuitant's name and contact information.