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Click ‘Get Form’ to open the Deferred annuity claim form - Genworth in the editor.
Begin by filling out the 'Decedent Information' section. Provide the deceased's full name, maiden name (if applicable), address at the time of death, date of birth, and date of death. Select the manner of death from the provided options.
In the 'Annuity Contract Information' section, list all relevant annuity contract numbers under which you are making a claim. If more space is needed, attach a separate sheet.
Complete the 'Beneficiary/Claimant Information' section with your details. Ensure to include your mailing address, Social Security number, email address, and relationship to the deceased.
Select your preferred settlement option from the choices provided. Make sure to consult a tax advisor if necessary before making your selection.
Review all information for accuracy. Use our platform’s editing tools to make any corrections by crossing through mistakes and initialing them.
Sign on Page 6 where indicated and ensure that all required documents are attached before submitting your claim.
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