DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... 2026

1. Click ‘Get Form’ to open the DEFERRED ANNUITY CLAIM FORM in our editor.
2. Begin by entering the annuity contract numbers in Section 1. You can list multiple contracts unless different payment options are selected.
3. In Section 2, provide detailed information about the deceased, including their name, date of birth, and date of death. Ensure you have a certified death certificate ready for submission.
4. Section 3 requires you to specify your relationship to the deceased and select the appropriate capacity for claiming benefits. Complete this section carefully based on your status.
5. Fill out Section 4 with your contact information as the beneficiary, ensuring all fields are accurately completed for smooth processing.
6. In Section 5, choose one payment option that suits your needs. Be mindful of tax implications and consult a financial advisor if necessary.
7. Complete Section 6 by listing all beneficiaries and their respective shares. Ensure that percentages total 100%.
8. Review all sections for accuracy before signing in Section 12. Your signature must be notarized to avoid delays in processing.

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