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Annuity beneficiary change form 2026
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- Click ‘Get Form’ to open the annuity beneficiary change request form in the editor.
- In Section A, provide your contract owner information. Fill in your contract number, name, Social Security or Tax Identification Number, and contact details. Ensure accuracy as this information is crucial for processing your request.
- Move to Section B to designate your primary or contingent beneficiaries. You can list up to eight beneficiaries. For each, include their name, date of birth, Social Security Number or Tax Identification Number, relationship to you, and address. Remember that the total percentage assigned must equal 100%.
- In Section C, both contract owners must sign and date the form. If applicable, ensure a signature guarantee is included if a Power of Attorney is signing on behalf of the owner.
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