Beneficiary of a qualified annuity
[PDF File]Deferred Annuity Claim Form for Trust Beneficiary Athene
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7. TRUST CERTIFICATION - Qualified contracts only - Complete if you are qualifying the trust as a see-through trust Complete this section when the beneficiary of a qualified annuity (individual retirement annuity) or individual retirement account is a Trust. To be valid, this form must be completed, accepted and approved by the Company no later ...
[PDF File]Understanding trust-held nonqualified annuities
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When a trust is the owner of the nonqualified annuity, the trust is generally the beneficiary of the annuity. After the annuitant dies, the death benefit from the annuity, if any, is then paid to the trust and the terms of the trust document control how the death benefit is managed and distributed.
[PDF File]Deferred Annuity Claim Form for
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Individual Beneficiary – Qualified Contract: Form 10034 Entity Beneficiary: Form 20773 Estate Beneficiary: Form 22306 Trust Beneficiary: Form 22217 1. ANNUITY CONTRACT NUMBERS - This section is required. List ALL annuity contract numbers for which you are claiming the death benefit: 2. DECEDENT INFORMATION - This section is required.
[PDF File]WAIVER OF QUALIFIED JOINT & SURVIVOR ANNUITY
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If your spouse signs the Waiver of Qualified Joint & Survivor Annuity, they are agreeing that the benefits under the Plan will be paid in the payment method elected on the form. If you elect to name a beneficiary other than your spouse, the beneficiary will receive all or …
[PDF File]The Non-Qualified Stretch: A Simplified Solution to Legacy ...
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into the variable annuity account. You can even revise as needs arise by simply filling out a new beneficiary form. Control (Restricted Stretch) If you choose to ‘restrict’ your beneficiaries to taking only the non-qualified stretch payout option, they may only take the annual required minimum distributions, allowing for a lifetime
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