***ohio customers must also complete the addendum to ownership and beneficiary change form*** a. A request to change beneficiary(ies) or owner requires completion of a separate form. Web this form is used to change the beneficiary and must be signed by the owner(s) of the contract. Systematic withdrawal form (ca) general claims forms. Policy information policy number name of insured/annuitant name of owner name of joint owner (if applicable) 2.
If the form you need isn't available below, please contact us. Life insurance resources & forms. All proceeds must total 100%. Online with us legal forms.
A request to change beneficiary(ies) or owner requires completion of a separate form. Web use this form to request claim payment for an individual beneficiary (natural person) on a qualified athene deferred. If the contract's current beneficiary is irrevocable, that beneficiary must also approve the change.
(PDF) Annuity Partial Withdrawal & Full Surrender Form Athene
Usaa Annuity Beneficiary Change Form
Start completing the fillable fields and carefully type in required information. Save or instantly send your ready documents. Sign here for the above request(s) Policy information policy number name of insured/annuitant name of owner name of joint owner (if applicable) 2. Athene annuity and life company.
Click a form category to show only those forms. Online with us legal forms. Primary beneficiary(ies) check here if additional designations are attached separately.
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Please see your contract and owner acknowledgment for more details. Web this form is to be used for a change in legal name or address only. Web sign here for change of beneficiary request(s) protective life insurance company agrees that, if the policy requires endorsement or amendment for the requested change of beneficiary, recording and mailing a copy of this form will constitute such endorsement or amendment. Please print or type clearly.
Web Need To Change Your Beneficiary?
Use percentages in your designation. Systematic withdrawal form (ca) general claims forms. Online with us legal forms. To expedite the processing of your request, all pages must be completed and returned.
Select Add New On Your Dashboard And Upload A File From Your Device Or Import It From The Cloud, Online, Or Internal Mail.
Web beneficiary change request submit completed form to: Web if the beneficiary is changing to a trust, please submit a copy of the trust verification form. Web use this form to request claim payment for an individual beneficiary (natural person) on a qualified athene deferred. Pension plan verification form (17982) company, partnership or limited liability corporation (llc) verification (19861) trust verification request form (16541)
If The Percentages Do Not Equal 100%, The Request Will Not Be Accepted.
Primary beneficiary(ies) check here if additional designations are attached separately. Use get form or simply click on the template preview to open it in the editor. Policy information policy number name of insured/annuitant name of owner name of joint owner (if applicable) 2. All of the forms you may need are just a few questions away.
Web change of ownership form change of beneficiary form. Web request for funds form athene.com mail or fax completed form to: Sign here for the above request(s) Web request to change beneficiary. Select add new on your dashboard and upload a file from your device or import it from the cloud, online, or internal mail.