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1 INSUREDANNUITANT INFORMATION

1 INSUREDANNUITANT INFORMATION 2025

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The document is a Contract Change Request form from Liberty Life Assurance Company of Boston, designed for policyholders to request changes related to their insurance contracts. It includes sections for insured and owner information, name changes, ownership transfers, withdrawals, loans, tax withholding options, and necessary authorizations. The form requires personal details such as names, addresses, Social Security numbers, and signatures from relevant parties to process the requested changes.

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Versions	Form popularity	Fillable & printable
2015	4.8 Satisfied (180 Votes)
2008	4 Satisfied (50 Votes)

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

Who is considered the annuitant?

An annuitant is someone who is entitled to collect the regular payments of a pension or an annuity investment. The annuitant may be the contract holder or another person, such as a surviving spouse. Annuities are generally seen as retirement income supplements.

Is annuitant the same as beneficiary?

An annuitant is someone whose life determines an annuitys payouts. In some cases an annuitys owner, the person who receives the payments, is the same as the annuitant. A retiree can be an annuitant if they buy a retirement annuity or another annuity and name themselves the annuitant.

Is a retiree an annuitant?

A retired annuitant is a CalPERS retiree who, without applying for Reinstatement From Retirement, returns to work with a CalPERS employer in a designated retired annuitant position.

Is an annuitant the same as a beneficiary?

Usually, the annuitant and the owner are the same person, but it is not required. The beneficiary receives the death benefit upon the death of the annuitant either in one payment or multiple payments over time.

Are you a beneficiary of an annuity?

A primary beneficiary is designated by the annuity owner to receive the death benefit upon their death. (NOTE: The owner is usually the annuitant, or person whose life the death benefit is contingent upon, but could be a different person.) The primary beneficiary has the first right to claim those funds.

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