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Allianz continued monthly residence form

Allianz company form 2026

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The document is a Settlement Option Request Form from Allianz Life Insurance Company of North America, used for requesting annuitization options from a life insurance or annuity contract. It includes sections for providing contract owner information, selecting settlement options and frequencies, tax withholding elections, and certifications regarding taxpayer identification. The form outlines the implications of annuitizing contracts, including tax consequences and the forfeiture of death benefits. Additionally, it provides instructions for submitting the form and necessary documentation.

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Click 'Get Form' to open the Allianz Company Form in the editor.
In Section A, provide the contract owner's full name, Tax ID/SS#, and daytime phone number. If applicable, include the joint contract owner's information.
Move to Section B and select your preferred frequency for payments (monthly, quarterly, semi-annually, or annually) and choose one settlement option that best fits your needs.
In Section C, indicate how you would like withdrawals to be processed. Choose between options such as ACH or check payable to the contract owner or financial institution.
Complete Section D by certifying your taxpayer identification number and understanding tax implications. Ensure all required signatures are provided in Section F before submitting.

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