Prudential annuity beneficiary claim form 2026

1. Click ‘Get Form’ to open the Prudential Annuity Beneficiary Claim Form in the editor.
2. Begin by filling out Section 1, 'About the Beneficiary.' Enter your Social Security Number, Date of Birth, Name, Address, and Contact Information. Ensure all details are accurate for smooth processing.
3. Proceed to Section 2, 'About the Deceased.' Provide the deceased's Social Security Number, Date of Birth, Date of Death, and Name. This information is crucial for verifying the claim.
4. In Section 4, 'How to Receive Your Funds,' select one payment option (A-D). Carefully read each option's description and choose based on your financial needs.
5. Complete Section 5 if you selected a Continuation Option or Annuity Payout Option. Designate primary and contingent beneficiaries along with their respective percentages.
6. Review all sections for accuracy before signing in Section 8. Your signature confirms that all provided information is true and complete.

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