How to use or fill out Receiving the Annuity benefits intended for you with DocHub
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the policy numbers in Section 1. If multiple policies are involved, complete a separate claim form for each.
- In Section 2, provide detailed information about the deceased, including their name, date of birth, and date of death. Ensure accuracy as this information is crucial for processing.
- Fill out Section 3 with your beneficiary information. Include your relationship to the deceased and contact details such as phone number and email address.
- Choose your claim option in Section 4. Depending on your preference, select from options like Lump Sum Payment or Spousal Continuance and complete any additional required sections.
- Complete the Income Tax Certification in Section 5 to indicate your tax withholding preferences.
- Review all entered information for accuracy before signing in Section 9. Your signature confirms that all details are correct.
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