Bankers life forms 2026

1. Click ‘Get Form’ to open the Beneficiary’s Annuity Claim Form in the editor.
2. Begin by filling in the Deceased Information section. Enter the full name, policy number, date of death, and address details accurately.
3. Next, complete the Beneficiary Information section. Provide your name, relationship to the deceased, Social Security number or Tax ID, phone number, date of birth, and address.
4. Review the Federal Law Requirements carefully. Indicate whether you have been notified about a Back-up Withholding Order by checking the appropriate box.
5. In the Tax Treatment of Claim Payment section, select your preference regarding Federal Income Tax withholding by checking one of the boxes provided.
6. Sign and date the form at the bottom to certify that all information is correct before submitting it.

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