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1 INSUREDANNUITANT INFORMATION

1 INSUREDANNUITANT INFORMATION 2026

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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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Begin by clicking ‘Get Form’ to open the document in our editor.
In the 'First Name', 'Middle Name', and 'Last Name' fields, enter the full name of the insured or annuitant. Ensure accuracy as this information is crucial for identification.
Fill in the 'Street Address', including any mailing address if it differs. This ensures that all correspondence reaches the correct location.
Complete the 'City', 'State', and 'Telephone Number' fields with current contact details to facilitate communication.
Enter the 'Birth Date' in MM/DD/YYYY format and provide the 'Social Security/Tax ID Number'. Double-check these entries for correctness to avoid processing delays.

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

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What does insured annuitant mean?

They must be a natural person: An annuitant cannot be a trust, corporation, or other entity, as payouts are generally based on human life expectancy. Their age, gender, and life expectancy can affect payouts: The annuitants demographic information can directly influences the payment schedule.