Annuities Joint Ownership

Transfer Of Ownership - Annuities And Insurance - Individual ...
Transfer of Ownership 45011K(1/09) Page1of3 Allsectionsmustbecompletedinordertoprocessyourrequest.ThisformisforNonQualifiedannuitiesonly. • IfyouownavariableannuitywiththeSecureSource jointlifebenefit,transferofownershiptoanyoneotherthanthetwocoveredspousesor ... Fetch Content

** American General: Joint Annuitant accepted for annuities with GMWB Rider. # See VALIC Product-specific information on Page 4. American General no joint ownership. Owner: • With single ownership, the owner and annuitant are usually the same person. ... View This Document

Non-Qualified Annuity Ownership, Annuitant, And Beneficiary ...
Deferred annuities today generally fall into two categories: (1) Annuitant-driven, Joint ownership. While permitted, joint ownership should only be undertaken when absolutely necessary. Remember, the death of the owner rules require ... Fetch Content

Annuity Service Request Form - MetLife
NOTE: Ownership and/or Beneficiary changes may result in the termination of the Guaranteed Minimum Withdrawal for Life Benefit, Name of new Owner/Joint-Owner/Custodian (type or print name as it should appear on company records): Social Security Number/TIN: Date of Birth/ ... Get Content Here

RiverSource Life Insurance Co. Of New York (RVSL-NY) Joint ...
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