Nationwide annuity beneficiary claim form 2025

Get Form
nationwide beneficiary claim form Preview on Page 1
See details
4.3 out of 5
66 votes
The document is a Beneficiary Claim Form for Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company. It outlines the necessary information required from beneficiaries to claim benefits following the death of a policyholder, including details about the decedent, beneficiary options, claim options, tax withholding elections, and state fraud disclosures. The form provides various claim options for beneficiaries, such as re-registering contracts, delaying distributions, or receiving lump-sum payments. It emphasizes the importance of submitting a certified death certificate and completing all required fields to avoid delays in processing.
DocHub Reviews
44 reviews
DocHub Reviews
23 ratings
15,005
10,000,000+
303
100,000+ users

Here's how it works

01. Edit your nationwide beneficiary claim form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send nationwide annuity beneficiary claim form via email, link, or fax. You can also download it, export it or print it out.

How to quickly redact Nationwide annuity beneficiary claim form online

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2

Dochub is a perfect editor for updating your documents online. Follow this simple instruction to redact Nationwide annuity beneficiary claim form in PDF format online free of charge:

  1. Register and sign in. Register for a free account, set a secure password, and proceed with email verification to start working on your templates.
  2. Add a document. Click on New Document and select the form importing option: add Nationwide annuity beneficiary claim form from your device, the cloud, or a protected URL.
  3. Make changes to the template. Utilize the upper and left panel tools to edit Nationwide annuity beneficiary claim form. Insert and customize text, pictures, and fillable fields, whiteout unneeded details, highlight the important ones, and comment on your updates.
  4. Get your paperwork accomplished. Send the form to other parties via email, create a link for faster file sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail included.

Try all the advantages of our editor today!

Fill out nationwide annuity beneficiary claim form online
It's free
Start now

See more nationwide annuity beneficiary claim form versions

We've got more versions of the nationwide annuity beneficiary claim form form. Select the right nationwide annuity beneficiary claim form version from the list and start editing it straight away!
Versions Form popularity Fillable & printable
2021 4.8 Satisfied (112 Votes)
2018 4.8 Satisfied (118 Votes)
2015 4.3 Satisfied (66 Votes)
be ready to get more

Complete this form in 5 minutes or less

Get form

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.
Contact us
How do I take a withdrawal from my annuity or life insurance policy? Please call us at 1-888-867-5175. Well help you with the paperwork and tell you about early withdrawal penalties that may apply.
There are several payout options that also apply to an annuity beneficiary. Death benefits can be paid as a lump sum, in which the beneficiary takes the entire amount in a single payment. Alternatively, they can take the payment over a specified period.
Annuity for Life with Return of Purchase Price - Subscriber will get annuity for life time and on death of the Subscriber, payment of annuity ceases 100% of the purchase price will be returned to the nominee(s).
When a death claim occurs, annuities typically pay death benefits to a beneficiary named in the contract. Naming a beneficiary other than the estate can help this process go more smoothly, and can help ensure that the proceeds go to whoever the individual wanted the money to go to rather than going through probate.
Payouts of inherited annuities must follow certain distribution rules; most beneficiaries that choose not to immediately withdraw the death benefit in a lump sum either will need to follow a five-year rule or a life expectancy payout rule for a nonqualified annuity.

Related Searches

Nationwide annuity beneficiary claim form pdf download Nationwide annuity beneficiary claim form download Nationwide beneficiary claim form nationwide annuity withdrawal form (pdf) Nationwide annuity withdrawal forms Nationwide annuity forms nationwide withdrawal form (pdf) Nationwide death claim form

Related forms

Form preview
Advanced accounting 2 guerrero solution manual pdf
Learn more
Advanced accounting 2 guerrero solution manual pdf
The document is a solution manual for 'Advanced Accounting 2' by Guerrero, designed to assist students in understanding ...
Learn more
Form preview
Municipal administration n6 question paper 2022
Learn more
Municipal administration n6 question paper 2022
The document titled 'Public Administration N6 Memo and Question Paper' appears to be a resource for students studying pu ...
Learn more
Form preview
City of Fort Smith Project Concern Utility Assistance
Learn more
City of Fort Smith Project Concern Utility Assistance
The document is an application form for the 'Project Concern' Utility Assistance Program in Fort Smith, Arkansas. It col ...
Learn more
Form preview
Parent pick up note sample
Learn more
Parent pick up note sample
The document is a Parent Pick Up Form for Washington Elementary School, designed for parents to provide details about th ...
Learn more
Form preview
Unit 7 polynomials factoring answer key
Learn more
Unit 7 polynomials factoring answer key
The document is a homework assignment focused on factoring polynomials, specifically trinomials of the form x² + bx + c. ...
Learn more
Form preview
Mississippi general attorney
Learn more
Mississippi general attorney
The document is a General Durable Power of Attorney for the State of Mississippi, which grants an appointed agent compre ...
Learn more
Form preview
Printable odometer statement
Learn more
Printable odometer statement
The document is a Bill of Sale for an automobile, detailing the sale transaction between a seller and buyer in Texas. It ...
Learn more
Form preview
Blank contract for deed
Learn more
Blank contract for deed
The document is a Contract for Deed between Sellers and Purchasers outlining the sale of a property. It details the term ...
Learn more
be ready to get more

Complete this form in 5 minutes or less

Get form

People also ask

If you receive retirement benefits in the form of pension or annuity payments from a qualified employer retirement plan, all or some portion of the amounts you receive may be taxable unless the payment is a qualified distribution from a designated Roth account.
Generally speaking, this is either a fixed sum or the current contract value, paid directly to the designated beneficiaries after the annuitants death. Beneficiaries can usually choose to receive the funds as a lump sum or opt for periodic payments.

Related links

2011 Publication 334

Dec 21, 2011 For more information, see the Instructions for Form 8886. Reminders. Accounting methods. Certain small business taxpayers may be eligible to

Learn more
457(b) Deferred Compensation EZ Enrollment Form

this form is executed. This beneficiary designation applies to all funding options (including life insurance) unless otherwise noted. For payout purposes

Learn more
Nationwide Retirement Options Booklet (PDF)

Upon their claim, the beneficiary receives monthly payments until the account is exhausted or a lump sum payment of the remaining account balance. Single

Learn more

Try more PDF tools

Edit & Annotate
Edit PDF
Add Fillable Fields
Create PDF
Insert and Merge
Add Page Numbers
Rotate Pages
Delete Pages
Convert
Word to PDF
TXT to PDF
HTML to PDF
CSV to PDF
PPT to PDF
RTF to PDF
JPG/JPEG to PDF
PNG to PDF
Collaborate & Share
Add Comments
Fax
PDF Status
Sign & Send
Sign a PDF
Send for Signing
Protect PDF
Set PDF password
Readable PDF
Certify PDF
PDF Audit Trail
Others
Search for PDF
Export
Download
Flatten Fields
Print out
If you believe that this page should be taken down, please follow our DMCA take down process here
support@dochub.com
17 Station St., Ste 3 Brookline, MA 02445
Google Play App Store
© 2025 DocHub, LLC
Products
PDF Editor
Forms & Templates
Sign Documents
Server Status
Pricing
Forms Library
Features
Functions
Company
About
Terms
Privacy Notice
Legal
Patents
Support
Release Notes
Resources
pdfFiller
US Legal Forms
Electronic Signature
No-code document workflows
DocHub Mobile App
What's New
New
DocHub v6 Released! Multi-file envelopes, bulk file importing, and multi-page reordering and much more.
Contact us
support@dochub.com
17 Station St., Ste 3 Brookline, MA 02445
Google Play App Store
© 2025 DocHub, LLC
This site uses cookies to enhance site navigation and personalize your experience. By using this site you agree to our use of cookies as described in our Privacy Notice. You can modify your selections by visiting our Cookie and Advertising Notice.... Read more...Read less
Accept