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Nationwide annuity beneficiary claim form

Nationwide annuity beneficiary claim form 2025

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The document is an Annuity Beneficiary Claim Form from Nationwide Life Insurance Company, which outlines the process for beneficiaries to claim benefits following the death of the annuity owner. It includes sections for providing decedent and beneficiary information, options for distribution of benefits (such as lump sum payments, life expectancy withdrawals, or annuitization), and necessary documentation requirements like a certified death certificate. The form also details tax withholding elections and state fraud disclosures, emphasizing the importance of accurate information to avoid penalties.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (112 Votes)
2018	4.8 Satisfied (118 Votes)
2015	4.3 Satisfied (66 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 happens to annuity amount after death?

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).

How do I withdraw money from my Nationwide annuity?

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.

Does a beneficiary of an annuity have to pay taxes?

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.

Who receives the death benefit of an annuity?

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.

How do annuities pay out to beneficiaries?

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.

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How long do you have to claim an inherited annuity?

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.

How does a beneficiary claim an annuity?

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.

Nationwide annuity beneficiary claim form 2025

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What happens to annuity amount after death?

How do I withdraw money from my Nationwide annuity?

Does a beneficiary of an annuity have to pay taxes?

Who receives the death benefit of an annuity?

How do annuities pay out to beneficiaries?

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How long do you have to claim an inherited annuity?

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