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, 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, and Date of Death. This information is crucial for verifying the claim.
4. In Section 4, 'How to Receive Your Funds,' select one payment option (A-D). Make sure to read through each option carefully and choose only one that fits your needs.
5. Complete Section 5 if you selected a Continuation Option or Annuity Payout Option. Designate primary and contingent beneficiaries as necessary.
6. Review all sections for accuracy before signing in Section 8. Your signature confirms that all provided information is true and complete.
7. Finally, submit the completed form along with any required documentation (e.g., death certificate) via mail or electronically through our platform.

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