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Annuity Claim Questions
How should I notify the Company about the death of an annuitant?
What information should I have before notifying the Company about the death of an annuitant?
What requirements are needed to submit an annuity death claim?
How can I get an annuity claim form?
What is a Bankers BenefitNow Account (formerly the Beneficiary Account)?
Q. How should I notify the Company about the death of an annuitant?
A. You may call the local office or
write us.
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Q. What information should I have before notifying the Company about the death of an annuitant?
A.
- The name of the deceased.
- The deceased's annuity contract number(s).
- The date of death.
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Q. What requirements are needed to submit an annuity death claim?
A. The following items are required for Annuity Claims:
- Certified copy of the death certificate
- The original annuity contract. If it cannot be located, please note this on the claim form or in a separate statement.
- A completed, signed claim form. If there is more than one beneficiary, a separate form must be completed.
To download an annuity claim form click here.
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Q. How can I get an annuity claim form?
A. You can:
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Q. What is a Bankers BenefitNow Account (formerly the Beneficiary Account)?
A. In most states, if the death benefit is at least $5,000, the beneficiary can elect to
have the death benefit deposited into this interest bearing draft account. This account is
like a checking account and provides immediate and direct access to your funds, pays
competitive money market rates, guarantees the safety of your entire balance and relieves
the pressure of immediate financial decision making, allowing you time to consider your
financial options. You may maintain this account as long as you wish, writing as many
checks as you like, or you may write one check withdrawing the full amount.
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