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Annuitization Election Form Athene Annuity & Life Assurance Company 1. Contract Information Contract Number Name of Annuitant Social Security No. or Tax I.D. No. Name of Owner (If different from Annuitant)

How to fill out annuitization election form

How to Fill Out Annuitization Election Form:

1. Start by carefully reviewing the annuitization election form and ensuring you understand the terms and conditions associated with annuitization.
2. Provide your personal information accurately, such as your name, social security number, date of birth, and contact details.
3. Indicate the type of annuitization option you wish to select. This could be a fixed annuity, variable annuity, or a combination of both.
4. Specify the payment frequency you prefer, whether it is monthly, quarterly, annually, or in another format.
5. Determine the duration of your annuitization period. This refers to the length of time you want to receive annuity payments.
6. If you have any additional optional features or riders you would like to include, such as a death benefit provision or cost-of-living adjustment, make sure to indicate your choices.
7. Calculate the amount of your investment that you want to annuitize. This can be a portion or the entirety of your investment.
8. Consider seeking professional advice from a financial advisor or insurance specialist to ensure you make the right decisions when filling out the form.
9. Read through the completed form thoroughly to check for any errors or missing information before submitting it.
10. Retain a copy of the form for your records and submit it to the appropriate institution, such as your insurance company or pension provider.

Who Needs an Annuitization Election Form?

1. Individuals who have accumulated savings in a retirement account, such as a 401(k) or an IRA, and want to convert a portion or all of their assets into a stream of income during retirement.
2. Anyone who wants to ensure a guaranteed income stream throughout their retirement years, potentially minimizing the risk of running out of money.
3. Individuals who are looking to receive a regular income in retirement, providing financial security and stability.
4. Those who want to customize their annuity payments by selecting specific options, such as payment frequency or additional features.
5. People who have reached the age threshold for annuitization as determined by their retirement account or annuity contract.

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What is annuitization election form?

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

Who is required to file annuitization election form?

Anyone with an annuity who is reaching retirement age and wants to start receiving payments from their account.

How to fill out annuitization election form?

The form typically requires the individual to choose between different payment options, such as receiving a fixed monthly amount or a lump sum payment.

What is the purpose of annuitization election form?

The purpose of the form is to give individuals control over how they receive payments from their annuity, allowing them to plan for their retirement accordingly.

What information must be reported on annuitization election form?

The form usually requires personal information, payment option choices, and beneficiary designation.