Venerable annuity forms. doc Author: P071358 Created Date: 8/12/2016 4:02:27 PM .

Venerable annuity forms For the most part, Venerable focuses on variable annuities with guaranteed minimum income benefits. In New York, John Hancock Annuities are issued by John Hancock Life Insurance Company of New York, Valhalla, NY 10595. Order #142020 06/08/2023 Trustee #1 Name (Please print. to 6:00 p. ReliaStar Life Insurance Company (“ReliaStar”) administers, and is solely responsible for, the life insurance policies and annuity contracts that it issues, and it also provides administrative services in relation to certain life insurance policies issued by Venerable Insurance and Annuity Company (“Venerable”). Voya provides administrative services in relation to certain life insurance policies and annuity contracts issued by Venerable. All other states contract form #s: 2021SCSBASE-A, 2021SCSBASE-B, 2021SCSBASE-A-Z, 2021SCSBASE-B-Z and any state variations. TAX PAYER IDENTIFICATION NUMBER (MUST BE COMPLETED) _____ STATEMENT AS OF JUNE 30, 2023 OF THE VENERABLE INSURANCE AND ANNUITY COMPANY LIABILITIES, SURPLUS AND OTHER FUNDS 1 Current Statement Date 2 December 31 Prior Year 1. For all other requests, narrow your search for printer-friendly PDF forms using the filters below. This form can also be used for Transfers of Funds and Direct Rollovers. This strategy was evident in their agreement to recapture $2. Note: In addition to electing an RMD on this form, your contract may offer several other options which may also satisfy all or part . Please use a separate form for each claimant. 1-888-863-5891 Policies underwritten by Continental General Insurance Company, United Teacher Associates, Great American Life Insurance Company, Loyal American Life Insurance Company Except for Venerable Insurance and Annuity Company (“Venerable”), each of these insurance companies are members of the Voya Financial, Inc. 3. You are now being directed to the Guardian product and fund page hosted by Toppan Merrill. 2 (life/annuity to new or existing annuity) 1,3. a. 9% stake. P. Venerable Insurance and Annuity Company is a highly regarded provider in the life insurance industry. Existing Annuity Policy Number : 1. m. By signing up This is available with a free download from the Adobe Systems website. May 9, 2016 · Non-resident alien - complete IRS Form W-8BEN A non-resident alien is a lawful temporary resident in the U. Submit form Submit your documents according to the instructions on the form. Administration Forms. person, you cannot complete IRS Form W-9, but should instead complete the version of IRS Form W-8 that applies to you. Aggregate reserve for life contracts $ . Nassau Life and Annuity Company (the Company) The Plan provides that if you die before your annuity starting date, your vested benefits under the Plan will automatically be paid to your spouse in the form of a Qualified Pre-Retirement Survivor Annuity (QPSA). For your convenience, we now have available a Claims Center where you can find claims forms or begin filing a claim. Search for forms. New Annuity Policy. Please contact your current carrier for any requirements it may have for transferring money to another company. This death claim form must be completed, signed and dated by the person or persons to whom the claim is payable (“claimant”). 1. • You must have at least $10,000 in your annuity to set up systematic withdrawals. Type text, add images, blackout confidential details, add comments, highlights and more. the TSA/403(b) (annuity contract) or 403(b)(7) (custodial account) identified in Section 1 of this form to a TSA/403(b) (annuity contract) established on my behalf by the receiving company. The general distributor for variable products is Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, Ohio. In this review, we will take an in-depth look at the company, its history, key players, and the various insurance and annuity products it offers. John Hancock Annuities are issued by John Hancock Life Insurance Company (U. If you have any questions while completing this form, please contact us: Annuities Service Center Contract Owners: 1-888-778-2888 Financial Professionals: 1-800-513-0805 8:00AM–6:00PM ET, Monday–Friday Overnight Mail Delivery Annuities Service Center Jul 20, 2021 · Beneficiary Designation Request - Allianz Life of this form for each one. How to modify and eSign venerable annuity withdrawal form with ease. 3 Oct 8, 2024 · Unlike other annuity companies, Venerable manages legacy annuities. Disability Find the claim forms you need for your Voya Financial ® insurance policies. Should you require assistance or have a Customer Service need, please call (877) 222-2144 Skip to main content Venerable’s online account access and mobile app make monitoring your account easy. In order to open, view or print these forms you will need to have Adobe Acrobat Reader installed on your computer. Complete this form and any applicable state-required replacement forms. ) The undersigned Trustee(s) certify(ies) to the Company that they constitute all of the authorized Trustees of the Trust and the Trust is in full force and. Some of the forms clients search for on Equitable. As part of Talcott Financial Group, Talcott Resolution is a life insurance and annuity company and solutions-provider that oversees and administers approximately one million contracts 1 and $94 billion in assets under management. venerableannuity. If needed, the Trust Authorization Form can be obtained by calling the Annuities Service Center. Please contact the current carrier for any requirements it may have for transferring money to another company. Choose only one of the following options: Interest Only: Choose this option for fixed annuities only, if you would like to withdraw interest only. and P. For SABR surrenders, submit form AGLC108877. DISTRIBUTION OPTIONS SECTION This section must be completed. This Income Tax Withholding Election form should be completed by US citizens or US residents only. We are continuously improving our digital accessibility, recognizing the importance of having websites that are accessible to the widest possible audience. Utilize the tools we provide to fill out your document. family of insurance companies (“Voya”). One death claim form may be used by same claimant for multiple contracts. of your RMD. Indicate dollar amount: $ Transfer proceeds: Immediately On a Specified Date . Please use form number 130701, if your annuity is a section 403(b) contract, or if it is held as part of a qualified retirement plan under section 401, an annuity plan under section 403(a), or an eligible deferred compensation plan under section 457(b). These forms will help you conduct annuity authorizations, requests, name/address change, naming a beneficiary and other updates to your deferred, variable and fixed index annuity contracts. Instead of issuing new annuity contacts, the company buys and manages annuities from well-known providers like Voya, John Hancock and Athene. 17010-22B. DO NOT USE FOR LIFE INSURANCE WITHDRAWALS OR SABR SURRENDERS. Mar 10, 2025 · Venerable is a privately held company based in West Chester, Pennsylvania and Des Moines, Iowa. The forms provided here are standard Administration forms, other than Claims. com • Request changes with online forms • View Book of Business Reports? If you have any problems accessing your account online and are in need of technical assistance, please call our Contact Center at: Fixed Annuity: 800-369-5303 Variable Annuity: 800-366-0066 Hours: Monday through Friday, 8:30 a. All contractual obligations under each life insurance policy or annuity contract remain the sole responsibility of the Variable Annuities: PO Box 5423, Cincinnati OH 45201 Affiliate: Annuity Investors Life Insurance Company® 800-789-6771 / 513-768-5115 Fax / VAPOSFaxes@mmascend. Contract Maintenance Download Form. No where in the letter is the value of the death benefit provided. Looking for an annuity form? Use the search tool to find it quickly and easily. Barclays is serving as financial advisor and Sidley Austin LLP is serving as legal counsel to Venerable in connection with this transaction. S. The hardship withdrawal option is available only in a profit sharing or a 401(k) plan, provided your employer has elected this option. Annuity Contract/Beneficiary Change Request. Microsoft Word - V 1215 Partial Withdrawal Full Surrender Form-Annuity 06-2012. Please type or print. We owns and manages legacy variable annuity business acquired from other entities. If you own a Voya Annuity or ING Annuity you will no longer access your annuity account online using the Voya Annuity Login, nor will you call Voya Customer Service for any service or form needs. KBRA is a full-service credit rating agency and is recognized as a Credit Rating Provider by the National Association of Insurance Commissioners. Note: These forms are in PDF format. Fixed annuities are issued by VRIAC. Substitute W-4R 2024 - Withholding Certificate for Nonperiodic Payments – For use with IRAs ONLY Where instructed to provide your withholding election on “line 2” use the space provided on the attached form under “Federal Income Any insurance products, annuities and funding agreements that you may have purchased are sold as securities and are issued by Voya Retirement Insurance and Annuity Company (“VRIAC”) One Orange Way, Windsor CT 06095-4774. Mar 11, 2025 · Venerable Insurance and Annuity Company, the subsidiary of Venerable Holdings that provides annuities, received an A financial strength rating from Kroll Bond Rating Agency (KBRA) in 2023. Nevertheless, considering the nature of electronic paperwork, various market-specific policies and compliances tend to be unintentionally ignored or misunderstood. What is the difference between gross and net? Marking ‘gross’ means the amount you specify will be the total withdrawn from your annuity. (All section references are to the Internal Revenue Code. 2. For Short Term Disability Income Insurance, Long Term Disability Income Insurance and/or Voya Leave Management claims: 888-305-0602, 8:00am - 8:00pm EST Monday - Friday %PDF-1. W25065-23B. com Venerable Annuities Account access when you need it Online account access New users will have to register for online access. You may also change or revoke your alert or document delivery preferences by writing to us at Venerable Annuity, 699 Walnut Street, Des Moines, IA 50309 or via email at service@venerable. The insurance letter instructs me to complete and return the enclosed forms, by selecting a death benefit payout option and also the amount of federal tax I want to be withheld. 0 included in Line 6. form. Oct 8, 2023 · Venerable Insurance and Annuity Company is a reputable and well-established insurance provider that offers a range of insurance and annuity products. Obtain venerable annuity withdrawal forms and then select Get Form to begin. I have no plans to replace this annuity contract with another annuity contract; or 4. • Allow 30 days for this feature to be added to your D. Complete form Provide information according to the instructions on the form. She passed away a month ago. The proceeds will be applied to: 1, 3. com – Required Minimum Distribution (RMD), Assign a Beneficiary, etc. After registration is complete, you can Edit your venerable annuity withdrawal forms online. Tax-Sheltered Annuity Contract Additional Requirements (Must complete for all Section 403(b) Tax-Sheltered Annuities) C. . voyaretirementplans. See your annuity prospectus for more details. Venerable Annuity Created Date: 6/19/2019 4:01:33 PM Substitute W-4R 2024 - Withholding Certificate for Nonperiodic Payments – For use with IRAs ONLY Where instructed to provide your withholding election on “line 2” use the space provided on the attached form under “Federal Income Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX or The United States Life Insurance Company in the City of New York (USL), New York, NY. 49 of Equitable Financial Life Insurance Company for virtually identical annuity contracts issued by Venerable Insurance and Annuity Company (“VIAC Authorize your agent of record to submit reallocation changes for your annuity contract on your behalf. For the purpose of this form, the receiving company will be referred to as John Hancock. b. ReliaStar and Venerable are not otherwise affiliated. 6 %âãÏÓ 23 0 obj > endobj 57 0 obj >/Filter/FlateDecode/ID[8F56FDE31EA455428798EBE5CA43ADF1>498067B7BDB39D46AEBCC7054039A305>]/Index[23 104]/Info 22 0 R Complete the entire form. Instruction Page: Annuity Change Form IMPORTANT If contract is trust owned, a valid Certificate of Entity Ownership form or Trust Authorization Form is needed on file for this request to be processed. Submitting an incomplete form may cause a delay in processing your request. nonqualified or IRA annuity contract. Upon receiving this material Security Benefit will send an acceptance letter to the carrier. Venerable's portal provides access to manage legacy variable annuity business and offers login options for retirement. R. Utilize the tools we provide to complete your form. Show details 4. Feb 10, 2023 · Notification of Divorce and Division Form. Page 2 of 2 - Incomplete without all pages. 6888 or send us a message . Locate venerable insurance and annuity company and then click Get Form to begin. If you want to have New York state taxes withheld, you must submit form IT-2104-P. You'll find everything you need for submitting and maintaining business, searchable by state, product name, or product type. com Form Submissions: PO Box 9271, Des Moines, IA 50306-9271 515-446-2994 @ service@venerableannuity. If you are not a U. If your contract has joint owners, we require each owner's signature. If you have questions about how to fill out this form, please call the Annuity Service Center at 800-634-9361 Monday through Friday, 8 am to 8 pm Eastern Time. Sign it in a few clicks. Loan Payment *Only applies to certain policies. com Phone 800-369 Deferred Variable Annuity Partial Withdrawal/Full Surrender Form Use this form to request a partial withdrawal or full surrender from your Deferred Variable Annuity Contract. ), Lansing, MI 48906, which is not licensed in New York. to name different beneficiary(ies) for individual contracts, you must submit a separate BENEFICIARY DESIGNATION form or written request for each unique designation. At its most basic level, an annuity is an agreement where you pay a premium or premiums and the insurance company pays you a stream of income now or in the future, depending on the payout options available on the annuity you select. Automatic Bank Disclaimer. For life insurance withdrawals, submit form AGLC108947. I hereby agree to surrender my interest as indicated above and authorize the receiving SECTION C - FULL WITHDRAWAL (ANNUITY POLICY WILL TERMINATE) * Payment applied to Policy # Applied as: Premium Payment . How to Modify and eSign venerable annuity with Ease. • Mailing the form to either address listed on the form. – are actually specific to an individual’s policy or contract and require account holders to login to their account to access. Call 800-531-3392 For TTY devices, dial 711 After reaching retirement age, you can request withdrawal forms by calling Customer Service or through this website. Annuity contracts are issued by Athene Annuity & Life Assurance Company of New York (68039), Pearl River, NY, in New York. Established with a commitment to serving its policyholders, Venerable offers various life insurance products tailored to meet individual needs. gov. Allow 3-5 days to process Variable annuities offered through properly licensed registered representatives of a third party registered broker dealer. ­ Venerable Insurance and Annuity Company (“VIAC”): an insurance legal entity domiciled in Iowa and wholly-owned by Venerable Holdings (“Venerable”), the company with which we engaged in our $12bn reinsurance transaction in 2021 and in which Equitable Holdings has a 9. Mar 31, 2021 · The Certification of Trust Document and Trustee Powers form requires the Social Security numbers of the trustees, but Form 5031 is still required. Jan 17, 2024 · SUMMARY OF APPLICATION: Applicants request an order approving the terms of an offer of exchange of certain annuity contracts issued by Equitable Financial Life Insurance Company (“EFLIC”) and made available through Separate Account No. Resident alien - complete IRS Form W-9 A resident alien is a lawful permanent resident in the U. Get the up-to-date ing beneficiary 2025 now Get Form. Partial (deferred annuity to new or existing annuity only) 1,2,3. Plan administrative IRS Form W-9 is included with all withdrawal, distribution, and income program forms below, and can also be downloaded individually below or from www. 247. 02. Address change form for Structured Settlements or Terminal Funding/Pensions Apr 20, 2024 · The acquisition of annuity contracts from other companies forms the crux of Venerable’s business model. annuity or Individual Retirement Annuity (IRA) contract issued by The Guardian Insurance & Annuity Company, Inc. Withholding is only permitted on periodic payments payable over a period of longer than one year. Additional Deposit - 32899. Provide Decedent Name for trust: Decedent Name Date of Death Voya Institutional Trust Company, Custodian Recordkeeping provided by Voya Retirement Insurance and Annuity Company (“VRIAC”) Members of the Voya® family of companies PO Box 990063, Hartford, CT 06199-0063 %PDF-1. Corporate Solutions Life Reinsurance Company is a wholly owned subsidiary of VIAC. When printing multiple-page documents, please Completing any kind of forms, such as a venerable annuity login app digitally seems like a fairly simple process on the surface. If you can't find the forms you need, contact us or call 800. I understand that a partial withdrawal or full surrender of my annuity contract may result in tax consequences. We would like to show you a description here but the site won’t allow us. 8,437,347,229 less $ . Venerable Insurance and Annuity Company (“VIAC”) and Directed Services LLC are wholly owned subsidiaries of Venerable Holdings, Inc. May 1, 2016 · DEFERRED COMBINATION VARIABLE AND FIXED ANNUITIES issued by Voya Insurance and Annuity Company and its Separate Account B Supplement Dated May 1, 2016 The supplement only affects you if you purchased the Minimum Guaranteed Income Benefit Rider with Form Number IU-RA-1047(08/06)) in a State that has approved the Enhancement Offer described herein. com Owner Email Joint Owner Email Phone Phone Email Split % Enter a keyword in the search field above and your results will be displayed as you type. Youll owe taxes on any money you withdraw. Venerable is a privately held company managing legacy variable annuity business acquired from other entities. Venerable annuity beneficiary change form. Manage venerable annuity withdrawal form on any platform using airSlate SignNow's Android or iOS applications and enhance any document-centric task today. Completed forms can be mailed, faxed or emailed to customer service for processing. Guarantees are backed by the claims-paying ability of the issuing insurance company and each company is responsible for the financial obligations of its products. Please consult a tax advisor for more information on withholding requirements for your state. 8 billion of payout annuity reserves from Athene. (GIAC) or The Guardian Life Insurance Company of America (GLIC) (hereafter collectively referred to as “The Company”). Box 203098 Austin, TX 78720-3098. 510 votes. irs. I do plan to replace this annuity contract and made my agent aware so that appropriate replacement CLAIMANT STATEMENT Instructions Voya Insurance and Annuity Company Des Moines IA Voya Retirement Insurance and Annuity Company Windsor CT ReliaStar Life Insurance Company of New York Woodbury NY Members of the Voya family of companies the Company Fax 515-698-2001 Mail PO Box 1337 Des Moines IA 50305-1337 Customer Service 909 Locust Street Des Moines IA 50309-2899 Website Voya. Talcott Resolution Life Insurance Company, Administrator for your Guardian Annuity Contract, is not responsible for any direct or indirect technical or system issues arising from your access to or use of this third-party site. 7 %âãÏÓ 1377 0 obj >stream hÞÌZ{SÜ8 ÿ ÷ ô'Ô^,K¶ ÞJQ7 L2 X†„lXŠ23 ð­±gm ûô×-˃ç Éæn·4’õìnýú%¢ A|¢ I SP+"µ„Z íãwD"®‰ }Â8 Á q$ä„KX¬Â€píÚ0$Š°G €É ’ £H 864 d B#" p2”Ðç Œ„ ‡ '! Recordkeeping provided by Voya Retirement Insurance and Annuity Company (“VRIAC”) Members of the Voya® family of companies PO Box 990063, Hartford, CT 06199-0063 Overnight Mail: One Orange Way, Windsor, CT 06095 Fax: 800-643-8143 If you are a customer, call: 800-584-6001 If you are an advisor, call: 800-344-6860 www. Login to access your Venerable account and manage your variable annuity business. Venerable Annuity has fully separated from Voya Financial. 862. Annuities and Life Insurance are issued by Prudential Financial companies; The Prudential Insurance Company of America (“PICA”) or Pruco Life Insurance Company (“PLAZ”) (in New York, by Pruco Life Insurance Company of New Jersey (“PLNJ”)), all located in Newark, NJ (main office), or an unaffiliated third-party issuer: Fortitude Life Insurance & Annuity Company (“FLIAC Dec 4, 2023 · Getting to Know Venerable Insurance and Annuity Company. ) For Short Term Disability Income Insurance, Long Term Disability Income Insurance and/or Voya Leave Management claims: 888-305-0602, 8:00am - 8:00pm EST Monday - Friday Dec 21, 2017 · Over time, as Venerable acquires additional variable annuity portfolios, it expects to build a meaningful presence in Des Moines and establish a center of excellence for variable annuities. %PDF-1. VRIAC is solely responsible for meeting its obligations. Taxes I am aware that the Federal/State Income Tax Withholding Election form (OL4753) is required to process this request and has been completed and returned with this form. issues, and it also provides administrative services in relation to certain life insurance policies issued by Venerable Insurance and Annuity Company (“Venerable”). Obtain Signature Guarantee if required by your current carrier. Any Enrollment or Application forms must be obtained through your Account Manager. • Systematic withdrawals will end when your contract value reaches $2,500 ($5,000 for Fidelity Personal Retirement Annuity®). A QPSA will provide a life annuity to your spouse which can be purchased with at least 50% of your vested account balance. The Owner should complete this Incoming Funds Request form and any applicable state-required replacement forms. Jun 1, 2023 · your account (the “Venerable Customer Portal”), or by calling Customer Service at the toll-free phone numbers available on Venerable’s website. This is available with a free download from the Adobe Systems website. A. 7919. 7 %âãÏÓ 464 0 obj > endobj 500 0 obj >/Filter/FlateDecode/ID[6BC2C63B1E0F9A4886349C232A12CCA9>]/Index[464 87]/Info 463 0 R/Length 155/Prev 268836/Root 465 %PDF-1. Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. Venerable Loading Manage venerable annuity surrender form on any device using airSlate SignNow apps for Android or iOS and enhance any document-related procedure today. Option Form, IRA Excess & Nondeductible Contribution Distribution Form, or specific distribution form for those requests. Structured Capital Strategies PLUS ®: Idaho contract form #s: 2021SCSBASE-A(ID) and 2021SCSBASE-A(ID)-Z. The Nationwide Retirement Institute is a division of NISC. Forms Library for Associations Claims Forms. 9 out of 5. Eastern Time. Advisory Fee Withdrawal Request. C. com Overnight Address: 191 Rosa Parks St, Cincinnati OH 45202 WITHDRAWAL/SURRENDER REQUEST FORM FOR VARIABLE ANNUITIES INSTRUCTIONS: 2. John Hancock Variable Annuities are distributed by John Hancock Distributors LLC. The document is a Beneficiary Annuities forms. Required Minimum Distribution Election Form. 7 %âãÏÓ 39 0 obj > endobj 59 0 obj >/Filter/FlateDecode/ID[195F014842249D489663B64B22D47F74>]/Index[39 43]/Info 38 0 R/Length 103/Prev 231349/Root 40 0 R Annuities, use the document upload prompt to upload your pdf form. When printing multiple-page documents, please use the 2-sided option whenever possible. Annuity contracts and group annuity contracts are issued by Athene Annuity and Life Company (61689), West Des Moines, IA, in all states (except New York), and in D. 800-366-0066 (Variable Annuity), 800-369-5303 (Fixed Annuity) 699 Walnut Street STE. Section 2: New owner information • The Transfer of ownership of a life or annuity contract generally has tax and legal implications. MM/DD/YYYY. 1350, Des Moines, IA 50309-3942 www. Learn more about EQUI-vest annuity forms. Have Questions? Contact our service specialists at 800. O. Complete the Annuities Forms. Additionally, we will evaluate the company’s customer service and… Contract form #s: Retirement Cornerstone ® 19: ICC12BASE3, ICC12BASE4 and any state variations. VIAC specializes in variable annuity inforce Complete the entire form. doc Author: P071358 Created Date: 8/12/2016 4:02:27 PM Our Retirement Income Specialists can review how this may affect your retirement and annuity needs. Access and manage claims for Venerable's legacy variable annuity business. Income annuities and deferred annuities are issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), 51 Madison Avenue, New York, NY 10010. Please apply funds to: 1035 EXCHANGE / ROLLOVER / TRANSFER FORM This form can be used to accomplish a FULL or a PARTIAL Exchange of policies pursuant to Internal Revenue Code (IRC) Section 1035. doc Author: P071358 Created Date: 8/12/2016 4:02:27 PM Feb 10, 2023 · Once the form is completed and signed; please fax or mail the form for processing. 3 %âãÏÓ 11 0 obj > endobj xref 11 39 0000000016 00000 n 0000001326 00000 n 0000001076 00000 n 0000001403 00000 n 0000001581 00000 n 0000001750 00000 n 0000001802 00000 n 0000002135 00000 n 0000002389 00000 n 0000002852 00000 n 0000003158 00000 n 0000003192 00000 n 0000003812 00000 n 0000004059 00000 n 0000004749 00000 n 0000005164 00000 n 0000006194 00000 n 0000006580 00000 n Annuity Non-Financial Service Request Form Author: Doc Management Subject: FI-42-058-2105 \(fillable\) Created Date: 9/27/2017 4:52:01 PM rollover from a qualified retirement plan or 403(b) contract or account, a direct transfer from an IRA or Roth IRA, or a transfer of funds from a non-qualified mutual fund, CD or brokerage account. Complete one form for each surrendering company and contract. • Faxing both sides of the form to the fax number listed on the form. Authorization for Disclosure of Information - CL11729 Authorization for Release of Information - AN10524. Annuity Contract number_____ This form is provided for you to request the Required Minimum Distribution (RMD) on your contract. To specify the same beneficiary(ies) for additional contracts, a separate form(s) must be submitted. Annuities come in many shapes and sizes geared toward consumers looking for growth, protection, income or a combination of these. oxgeikh kvqbz vduh zause aqad wclvqn oarm tyqfyxr eyk ypybq kppvg xcgx cgio neqh qio