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Annuity Beneficiary Claim Form Nationwide Life Insurance ... 2025

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The document is an Annuity Beneficiary Claim Form from Nationwide Life Insurance Company, designed for beneficiaries to claim benefits after the death of the contract owner. It includes sections for providing information about the deceased, the claimant, and options for distribution of benefits, including spousal elections and various payment methods. The form also outlines necessary documentation, tax implications, and legal disclosures related to fraudulent claims.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (112 Votes)
2018	4.8 Satisfied (118 Votes)
2015	4.3 Satisfied (66 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to take money out of your annuity?

Money can be withdrawn from an annuity under certain special conditions. Firstly, some annuity plans allow withdrawal if the policyholder is diagnosed with a specified critical illness. Secondly, some annuity options return whole or part of the original purchase to the nominee after the demise of the policyholder.

Can you cash in a life insurance annuity?

You can get a lump sum of money from an annuity by cashing it out or by selling the payments. Most deferred annuities can be cashed out if you havent started receiving payments. Annuities you can cash out include variable annuities, fixed annuities and fixed index annuities.

How do I withdraw money from my Nationwide annuity?

How do I take a withdrawal from my annuity or life insurance policy? Please call us at 1-888-867-5175. Well help you with the paperwork and tell you about early withdrawal penalties that may apply.

How do I claim my life insurance as a beneficiary?

To file a claim, the beneficiary will need to notify the insurance companys claims department. The claims department then sends a form for the beneficiary to complete and return along with the policy and a certified copy of the insureds death certificate.

Can annuity plan be withdrawn?

Tax implications of withdrawing from an annuity Annuity withdrawals made before you reach age 59 are typically subject to a 10% early withdrawal penalty tax. For early withdrawals from a pre-tax qualified annuity, the entire distribution amount may be subject to the penalty.

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How does a beneficiary claim an annuity?

There are several payout options that also apply to an annuity beneficiary. Death benefits can be paid as a lump sum, in which the beneficiary takes the entire amount in a single payment. Alternatively, they can take the payment over a specified period.

Annuity Beneficiary Claim Form Nationwide Life Insurance ... 2025

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How to take money out of your annuity?

Can you cash in a life insurance annuity?

How do I withdraw money from my Nationwide annuity?

How do I claim my life insurance as a beneficiary?

Can annuity plan be withdrawn?

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How does a beneficiary claim an annuity?

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