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Annuity beneficiary change form 2026

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The document is an Annuity Beneficiary Change Request form that allows contract owners to change their primary or contingent beneficiary designations for their annuity. It outlines the process for submitting requests, conditions under which changes may not be accepted, and provides detailed instructions for completing the form, including requirements for multiple beneficiaries and necessary signatures.

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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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Versions	Form popularity	Fillable & printable
2015	4.8 Satisfied (155 Votes)
2011	4.3 Satisfied (185 Votes)

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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 is needed to change a beneficiary?

How do I change my beneficiary? No matter which approach you take to naming your beneficiaries, you should know that you could make a switch if necessary. Its simple to change a beneficiary, you just send the new persons details to your insurer.

How do I change a beneficiary on an annuity?

Contact your employers plan administrator to update beneficiaries. For some annuities, you may need to contact your plans trustee to make beneficiary changes.

Who is the only party that can change the beneficiary?

A court may order the policy owner to change the beneficiary. This can occur with divorce or child support obligations. If the policy owner appointed a guardian or conservator, this court-appointed person may have the authority to change the beneficiary.

What happens when the owner of an annuity dies?

Who Gets the Money in an Annuity When You Die? It depends on how the annuity is structured. In some annuities, a beneficiary or joint owner keeps receiving payments. In others, the leftover money might be given to a beneficiary or kept by the insurance company.

Who is the primary beneficiary of an annuity?

The primary beneficiary is the person or persons selected to receive the death benefit (contributions and interest) in the event of your death.

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