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How do I fill this out?
To fill out this form, start by reviewing your contract to understand beneficiary designations. Complete each section carefully, ensuring all required information is provided. Sign and submit the form according to the instructions provided.
How to fill out the Change of Beneficiary for Lincoln Annuities?
1
Review your annuity contract to understand beneficiary provisions.
2
Fill in personal details including contract number and owner's information.
3
Designate primary and contingent beneficiaries, including their details.
4
Complete the trust section if applicable with relevant trustee information.
5
Sign and date the form before submitting it according to the instructions.
Who needs the Change of Beneficiary for Lincoln Annuities?
1
Individuals wishing to change their annuity beneficiaries for estate planning.
2
Trustees managing a trust that holds an annuity.
3
Annuity contract owners who have had a change in personal circumstances, such as marriage or divorce.
4
Financial advisors helping clients secure their financial plans.
5
People who want to ensure that their benefits are distributed according to their wishes.
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Editing this PDF on PrintFriendly is straightforward and user-friendly. You can make changes to text fields and input your specific details seamlessly. Additionally, our editor allows you to modify and adjust the layout as needed.
1
Open the PDF in PrintFriendly's editor.
2
Select the text or fields you wish to edit.
3
Make the necessary changes to the beneficiary details.
4
Review your edits for accuracy.
5
Save the document for your records or download it.
What are the instructions for submitting this form?
To submit the form, email it to AnnuityForms@lfg.com or fax it to 260 455-6310. You can also send it by overnight mail to 1301 S. Harrison St., Fort Wayne, IN 46802-3425. For standard mail, use PO Box 2348, Fort Wayne, IN 46801-2348. Make sure to keep a copy for your records.
What are the important dates for this form in 2024 and 2025?
Please ensure that any changes are submitted before the end of the fiscal year to avoid complications with your annuity benefits. Regularly check policy documentation for any additional deadlines pertaining to beneficiary changes.
What is the purpose of this form?
The purpose of this form is to allow contract owners to designate or change the beneficiaries of their annuity products. Proper completion ensures that death benefits are distributed according to the owner's wishes. It is crucial for estate planning and maintaining up-to-date beneficiary information.
Tell me about this form and its components and fields line-by-line.
- 1. Contract Number: The unique identification number for your annuity contract.
- 2. Contract Owner's Name: The name of the individual or entity who owns the annuity.
- 3. Social Security Number: The last four digits of the owner's Social Security Number.
- 4. Beneficiary Designation: Sections to input primary and contingent beneficiaries' information.
- 5. Per Stirpes: Option to designate distribution instructions for predeceased beneficiaries.
- 6. Signatures: Areas for the owner's and joint owners' signatures to validate the form.
What happens if I fail to submit this form?
Failure to submit this form may lead to outdated beneficiary designations. In such cases, your death benefits may not reach the intended recipients. It is essential to keep beneficiary information current to avoid disputes.
- Outdated Beneficiaries: If the form isn't submitted, previous beneficiaries remain unchanged.
- Legal Disputes: Incorrect beneficiary information can lead to legal conflicts regarding benefit distribution.
- Lost Benefits: Failure to update beneficiaries could result in intended parties not receiving their rightful benefits.
How do I know when to use this form?
- 1. After Marriage: To add a spouse as a primary beneficiary.
- 2. After Divorce: To remove an ex-spouse and designate new beneficiaries.
- 3. Following a Death: To replace deceased beneficiaries with new ones.
- 4. Periodic Review: To ensure beneficiary designations match your current wishes.
- 5. Trust Management: To name a trust as a beneficiary in conjunction with estate plans.
Frequently Asked Question
How do I access the Change of Beneficiary form?
You can download the Change of Beneficiary form directly from our website.
What information is needed to complete the form?
You will need the contract number, owner's name, and details of your beneficiaries.
Can I designate a trust as a beneficiary?
Yes, the form includes a section for designating a trust as a beneficiary.
How do I submit the completed form?
Submit the completed form via fax, mail, or by using online submission instructions provided.
What if I change my mind about my beneficiaries?
You can fill out and submit a new Change of Beneficiary form at any time.
Is this form applicable for employer-sponsored plans?
No, this form is designed specifically for individual annuity contracts.
What does 'Per Stirpes' mean on the form?
It allows the beneficiary's share to be passed on to their living children if they predecease the annuitant.
Can I make changes to the form after submission?
Once submitted, any changes will require a new form to be filled out.
What happens if I forget to sign the form?
Unsigned forms will not be processed, so ensure you sign before submitting.
Where can I find examples of completed forms?
Visit our website for sample completed forms to guide your filling process.
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