DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... 2025

Show details

4.8 out of 5

60 votes

The document is a Deferred Annuity Claim Form from EquiTrust Life Insurance Company, designed for beneficiaries to claim death benefits from annuity contracts. It includes sections for listing contract numbers, providing information about the deceased, beneficiary details, payment options, tax withholding, and necessary certifications. The form outlines various claiming capacities (individuals, trusts, estates) and specifies required documentation such as death certificates and tax forms. Additionally, it contains fraud notices relevant to different states and an automatic deposit authorization agreement.

Here's how it works

01. Edit your equitrust login online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send equitrust annuity login via email, link, or fax. You can also download it, export it or print it out.

The best way to modify DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making adjustments to your paperwork requires just a few simple clicks. Follow these fast steps to modify the PDF DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... online free of charge:

Register and log in to your account. Sign in to the editor using your credentials or click on Create free account to test the tool’s features.
Add the DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... for redacting. Click the New Document option above, then drag and drop the file to the upload area, import it from the cloud, or via a link.
Change your template. Make any adjustments required: insert text and images to your DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ..., highlight important details, erase sections of content and replace them with new ones, and add icons, checkmarks, and fields for filling out.
Finish redacting the template. Save the updated document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is very user-friendly and efficient. Try it now!

See more DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... versions

We've got more versions of the DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... form. Select the right DEFERRED ANNUITY CLAIM FORM EquiTrust Life Insurance ... version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (60 Votes)
2019	4.8 Satisfied (60 Votes)
2016	4.4 Satisfied (28 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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 the highest paying annuity right now?

Best Annuities: Guaranteed Income With No Frills CompanyAnnual Payout Rate Single-Life Woman Nationwide Life 7.78% American National 7.77 Joint Life Nationwide Life 6.69% TruStage 6.692 more rows Jul 26, 2024

Is an annuity a form of life insurance?

An annuity is not life insurance. A life insurance policy provides benefits to your family if you die. An annuity helps you accumulate money for future income needs. An annuity is not a savings account or savings certificate, and it should not be bought for short-term purposes.

What is the current annuity interest rate?

Todays Best Fixed Annuity Rates by Term TermSurrender PeriodRate 2 Years 2 Years 5.10% 3 Years 3 Years 5.25% 4 Years 4 Years 5.30% 5 Years 5 Years 5.60%6 more rows

What are the interest rates on EquiTrust annuities?

Certainty Select Guarantee PeriodRates 5 Years 5.25% 6 Years 5.30% 8 Years 5.35% 10 Years 5.50%1 more row

Which annuity pays the highest interest?

Generally, you can expect annuity plan interest rates to be within the range of 5% to 9%.

equitrust login app free

Deferred annuity claim form equitrust life insurance template Deferred annuity claim form equitrust life insurance pdf Deferred annuity claim form equitrust life insurance online Deferred annuity claim form equitrust life insurance free EquiTrust annuity Withdrawal Form EquiTrust forms My EquiTrust login EquiTrust Transfer form

Who owns EquiTrust annuities?

EquiTrust Values In June of 2015, Magic Johnson Enterprises (MJE) became controlling shareholder of EquiTrust.

What is a deferred annuity claim?

Key Takeaways A deferred annuity is an insurance contract that promises to pay the buyer a regular income or a lump sum of money at some date in the future. Immediate annuities, by contrast, start paying right away.