Deferred annuity claim form statement of beneficiary - Guggenheim 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Deceased Information section. Enter the name, Social Security Number, Date of Birth, Date of Death, and Contract Number(s) of the deceased.
3. Next, complete the Beneficiary Information section. Provide the beneficiary's name, Social Security Number, gender (M/F), address, date of birth, relationship to the deceased, telephone number, and email address.
4. Select your preferred Settlement Option from the available choices. Ensure you understand any implications such as surrender charges or market value adjustments that may affect your benefits.
5. Fill out the Tax Withholding Election section if applicable. Indicate whether you elect to have federal or state taxes withheld from your payments.
6. Finally, sign and date the form in the designated areas. Ensure a witness also signs and dates where required.

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