Annuity Beneficiary Claim Form Nationwide Life Insurance ... 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Contract Owner and Beneficiary Information' section. Clearly print the name of the deceased individual and provide their contract number. Enter your details as the claimant, including your relationship to the deceased, contact information, and check if you are a surviving spouse.
3. If applicable, complete the 'Trust/Estate Information' section by providing the name of the estate or trust and relevant identification numbers.
4. In 'Spousal Elections', select either Option 1 or Option 2 based on your preference for re-registering the annuity or being treated as a beneficiary. Ensure you understand the implications of each option before making your choice.
5. Choose a distribution option in Section 4. Review all options carefully and select one that aligns with your financial needs. Fill in any required fields related to beneficiaries and payment methods.
6. Complete Sections 5 and 6 for payment method selection and tax withholdings. Make sure to provide accurate banking information if opting for direct deposit.
7. Enter new beneficiaries in Section 7 if required, ensuring allocations equal 100% for both primary and contingent beneficiaries.
8. Finally, sign and date the form in Section 11, certifying that all information provided is accurate.

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