Annuity death beneficiary
[DOC File]SURVIVOR’S CHECKLIST
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The Surviving Spouse or beneficiary has to present a Certified Death Certificate to the bank when you cash the bonds in. the “Surviving Spouse” or beneficiary will have to pay taxes on the bond interest. The bank or TreasuryDirect.gov will provide a statement of interest earned for …
[DOC File]Philadelphia American Life Insurance Company
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Only ONE Certified Death Certificate is required for the Deceased. It is unnecessary for other beneficiaries to submit additional Certificates. Photocopies are not acceptable. PART B. (INFORMATION ABOUT THE CLAIMANT BENEFICIARY) Beneficiary’s Full Name: Please state the beneficiary’s first, middle, and last name. If the beneficiary is a trust
[DOC File]Local 138
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The Fund Office will not accept your beneficiary designation form after your death. Annuity Fund . For the Annuity Fund beneficiary designation, if you are married, your spouse is your beneficiary. However, with the written consent of your spouse, you can designate someone else as your beneficiary. Your spouse’s consent must be in writing and ...
[DOC File]CONTRACT FOR PRENEED FUNERAL MERCHANDISE AND …
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The Provider will be entitled to all life insurance or annuity proceeds (Section II), except for amounts in excess of the actual cost of the Merchandise and Services provided at the time of need (Contract Beneficiary’s death).
[DOC File]Beneficiary Designation Form
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Instructions: Complete Section I. Under the Plan, if you die, a qualified pre-retirement survivor annuity (a “QPSA”) may become payable to your surviving spouse. If you are married, and you would like the Plan to pay a lump sum benefit to your spouse or other beneficiary upon your death instead of the QPSA, then complete Section II.
General Information Form_PBGC Form XXX
A joint-and-survivor annuity provides a benefit for the rest of your life at an amount reduced from the straight-life annuity amount, with your choice of 50%, 75%, or 100% of that reduced amount to be paid to your beneficiary if you die before that person.
[DOC File]BENEFICIARY DESIGNATION
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Automatically pay a spousal death benefit consisting of 50% of your account balance to your surviving spouse (if any) as beneficiary, and, ~ Unless your spouse elects otherwise after your death, pay that death benefit in the form of an annuity. This annuity form of payment would provide your spouse with a series of monthly payments over his or ...
[DOC File]Beneficiary Designation Form - Wealth Management USA
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Upon your death, the entire vested balance of your account under the Plan will be paid to the beneficiary(ies) you designate above. This designation supercedes any prior beneficiary designation you have made for this Plan, and may be changed, at any time, by filing a new Beneficiary Designation Form for this Plan with the Plan Administrator.
[DOC File]Client Asset Information
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Lifetime Beneficiary: Death Beneficiary: * Immediate Annuity (I), Deferred Annuity (D) Company: Contract Number: Address: City, State, Zip: Owner/Annuitant: Type*: Annuity Amount: $ Lifetime Beneficiary: Death Beneficiary: * Immediate Annuity (I), Deferred Annuity (D) Qualified Plans (Pension Plans): Company Name and Address Type+ Owner(s ...
[DOC File]Distributions from Qualified Plans
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The annuity method of payment is payable for either one lifetime (e.g., for the life of the participant) or two lifetimes (e.g., for the lifetime of the participant and then for the lifetime of the participant’s beneficiary following the participant’s death). Annuity payments are …
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