Get DEFERRED ANNUITY CLAIM FORM EquiTrust Life 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the annuity contract numbers in Section 1. You can list multiple contracts if they share the same payment option.
3. In Section 2, provide detailed information about the deceased, including their name, date of birth, and social security number. Ensure you attach a certified death certificate.
4. Section 3 requires you to specify your relationship to the deceased and select the appropriate capacity for claiming benefits. Complete this section carefully based on your status.
5. Fill out Section 4 with your contact information as the beneficiary, ensuring all fields are completed accurately.
6. In Section 5, choose one payment option that suits your needs. Be mindful of tax implications and consult a financial advisor if necessary.
7. Complete Sections 6 through 12 as required, ensuring all signatures are provided where necessary to avoid delays in processing.

Start using our platform today to fill out your form online for free!