Understanding life insurance - Nationwide Financial 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Current Owner Information section. Enter your name, contract number, address, phone number, email, date of birth, and relationship to the annuitant. Ensure all details are accurate.
3. If applicable, provide information for a Joint Owner in the designated fields. Include their name, date of birth, address, and contact details.
4. Proceed to the New Owner Information section. Fill in the new owner's details including their name, date of birth, and contact information. Be mindful of tax implications when changing ownership.
5. Designate Primary Beneficiaries by entering their names and allocation percentages. Remember that total allocations must equal 100%.
6. Complete the Contingent Beneficiary Designation similarly to ensure proper allocation and compliance with requirements.
7. Review all sections for accuracy before signing at the end of the form. Ensure all required signatures are provided.

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