Of annuity payments 2026

1. Click ‘Get Form’ to open the of annuity payments document in the editor.
2. Begin by filling out the Contract Information section. Clearly print your Contract Number, Owner's name, SSN/TIN, and Co-Owner's details if applicable. Ensure your address, city, state, zip code, and daytime phone number are accurate for any necessary follow-up.
3. In the Bank Account Information section, select whether you want a direct transfer to a checking or savings account. Provide the Bank Name, Account Name(s), Account Number, Nine-Digit Routing Number, and Bank Address. Remember to attach a voided check or a bank letter as required.
4. Complete the Signature(s) section by having all owners sign the form. If signing as a fiduciary, include your relationship and attach any necessary authorizing documents. Ensure that you obtain a signature guarantee stamp if needed.

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