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Beneficiary Continuation Option Election Form - Prudential Financial

Beneficiary Continuation Option Election Form - Prudential Financial 2026

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The document is a Beneficiary Continuation Option Election Form for annuities issued by Prudential. It outlines the necessary information required from the reference annuity owner and beneficial owner, including personal details, types of annuities, and instructions for distributions. The form also includes sections for tax withholding elections, payment instructions, optional programs like auto rebalancing and dollar cost averaging, and authorizations for financial professionals. It emphasizes compliance with tax regulations and provides contact information for Prudential's service center.

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Click ‘Get Form’ to open the Beneficiary Continuation Option Election Form in the editor.
Begin by filling out Section 1, which requires the Reference Annuity Information. Enter the Reference Annuity Number, Owner's Name, Social Security/Tax I.D. Number, and Date of Birth.
In Section 2, provide details about the Beneficial Owner. Include their name, relationship to the annuity owner, and contact information. If applicable, indicate if it is a Grantor Trust or Qualified Trust.
Proceed to Section 3 to specify the Key Life if applicable. This section is crucial for determining payments under the Beneficiary Continuation Option.
In Section 4, list all Successors and Contingent Successors along with their respective details such as relationship and percentage allocation.
Complete Sections 5 through 11 as required, ensuring all necessary distributions and tax withholding options are selected.
Finally, review your entries for accuracy before signing in Section 11 and submitting your form.

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Versions	Form popularity	Fillable & printable
2022	4.6 Satisfied (47 Votes)
2019	4 Satisfied (32 Votes)
2018	4.8 Satisfied (37 Votes)

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Got questions?

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

What is the death benefit of a prudential annuity?

Guaranteed Death Benefit: The basic death benefit offered under variable annuity contracts. Upon the death of the owner and/ or annuitant, a payment generally equal to the greater of the contract value or Purchase Payments less withdrawals, is made to the beneficiary.

Can I cash out a Prudential annuity?

If you make a full withdrawal of your annuity, you will receive the greater of your account value (minus any surrender charges and adjusted by any applicable MVA) and your Minimum Guaranteed Surrender Value.

What is the annuity payout on death?

Yes, annuities can pay a death benefit. A death benefit in an annuity may ensure that the designated beneficiaries receive a lump sum, or a continuation of recurring payments, upon the annuity holders death.

What are the death benefits for Prudential retirement accounts?

Active members. If you are an Active member a pension, payable for life, equal to 54% of the pension you would have received at your Normal Retirement Date , but based on your Final Pensionable Earnings at the date of your death.

How do I change the beneficiary on my Prudential life insurance?

You may change Beneficiary Information by accessing Change Beneficiary(ies) from your Policy Profile page or by accessing the Forms Library and selecting Request to Change Beneficiary on Life Insurance form.