Indiana Renunciation and Disclaimer of Property from Life Insurance or Annuity Contract - Indiana 2026

1. Click ‘Get Form’ to open it in the editor.
2. In Section I, enter your name where indicated and select whether you are disclaiming a life insurance policy, an annuity contract, or both. Provide the identifying information for the policy or contract.
3. In Section II, fill in the name of the decedent and the date of their death.
4. Section III requires you to confirm that you will file this disclaimer within nine months of the decedent's death. Indicate how you delivered this disclaimer to the issuer.
5. In Section IV, specify what property you are entitled to receive as per the policy/contract.
6. Section V states that the property will pass to others according to state law as if you had predeceased the decedent.
7. In Section VI, affirm your renunciation and disclaimer of any interest in the property described in Section IV.
8. Complete Sections VII by dating and signing. Ensure a notary public acknowledges your signature.

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