Nationwide annuity beneficiary claim form 2025

1. Click ‘Get Form’ to open the nationwide annuity beneficiary claim form in the editor.
2. Begin by filling out the General Information section. Provide the decedent's name and contract number, followed by your information as the beneficiary, including your SSN/ITIN/EIN and date of birth.
3. Indicate your relationship to the decedent and provide contact details such as phone number and email address. Ensure all fields are completed accurately.
4. If applicable, complete the Surviving Spouse section by selecting your preferred option regarding re-registration or distribution treatment.
5. In the Claim Distributions section, select how you wish to receive funds—options include Delay Distribution, Annuitization, Life Expectancy Scheduled Withdrawals, or Lump Sum Payment.
6. Fill out the Payment Method section, choosing between direct deposit or check. If opting for direct deposit, ensure you attach a verification document.
7. Complete the Primary Beneficiary(ies) section if you are naming new beneficiaries. Ensure allocations equal 100% for both primary and contingent beneficiaries.
8. Review all sections for accuracy before submitting. Once completed, save your changes and submit through our platform for processing.

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