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*CA112* Account Number 112 Advisor Code Customer Name (Annuitant) Finance Superintendent of Pensions Prescribed Locke din Retirement Account (Alberta LIRA) Addendum IMPORTANTNOTES: ThisaddendumformsanintegralpartoftheLIRAtowhichitisattached.
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How to fill out customer name annuitant

How to fill out customer name annuitant?
01
Start by entering the customer's full name in the designated field. Make sure to input the correct spelling and format it according to any guidelines provided.
02
If the annuitant is different from the customer, you will also need to fill out a separate section for the annuitant's name. Follow the same steps for entering their full name accurately.
03
Double-check the filled-out fields to ensure that there are no spelling mistakes or missing information. Accuracy is crucial for proper identification and communication.
Who needs customer name annuitant?
01
Insurance companies: Insurance companies require the customer and annuitant's names for policy processing and documentation.
02
Financial institutions: Banks and other financial institutions may need the customer and annuitant's names to facilitate annuity contracts and financial transactions.
03
Legal entities: Lawyers or legal entities may require the customer and annuitant's names as part of legal documents or contracts related to annuity agreements.
04
Government agencies: Certain government agencies may request the customer and annuitant's names for regulatory or compliance purposes.
05
Beneficiaries: In the event of the customer's death, the annuitant's name becomes important for beneficiaries who might receive the annuity's payments.
Remember to always refer to the specific instructions or requirements provided by the relevant institution or organization when filling out the customer name annuitant.
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