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The information must be completed by an authorized representative of the company or organization that issued the annuity. 1. List the Annuity Contract Number: 2 ... The I-013 letter along with verification of the change in beneficiary should be returned to the agency by the annuity company within 90 days. Page 2. 5/2008.Jan 25, 2021 — The application consists of a questionnaire that asks for personal and medical information as well as the type of policy and amount of coverage ... Please contact our office for assistance in completing this form under those circumstances.) INSTRUCTIONS (Please complete in full). ▫ The Owner(s) must ... Complete the included Desig- nation of Beneficiary – Retired form (KPERS-7/99R). ▫ IRS Form W-4P (Withholding Certificate for. Periodic Pension and Annuity ... Usually, there's a simple form to fill out to change the beneficiary's information on the annuity contract. As with any financial product, seeking the help ... Download our most commonly requested forms. These include items like address changes, beneficiary changes, owner changes, and requests for the release of ... ... complete your Kansas fiduciary return by the filing deadline, you may request ... (a) through (i) each beneficiary's share of the Kansas fiduciary modification. Enter on lines (a) through (i) each beneficiary's share of the Kansas fiduciary modification. ... complete a Form K-18 for each nonresident beneficiary. The Form ... Most annuities come with death benefits that allow beneficiaries to inherit the annuity. We cover what that means and the tax implications.
