Spousal Continuation Annuities

Tax-sheltered annuities under section 403(b), governmental section 457(b) contracts, and IRAs. In the event that the desig- spousal continuation provision, rather than take distribu-tions under one of these alternative distribution methods, ... View Doc

Guide To Nonqualified Annuities - Welcome To BGA Insurance
Guide to Non-Qualified Annuities GENWORTH FINANCIAL ADVANCED MARKETING advanced.marketing@genworth.com DISCLAIMER The Genworth Financial companies wrote this content to help you understand the ideas Possible Loss of Spousal Continuation Rights ... Access Content

Annuity Claimant Statement Western National Life Insurance ...
Spousal continuation (available for IRAs and nonqualified annuities only) Annuitization (annuity payments option) – Please send annuitization quotes to me. 5. POSSESSION OF POLICY/CERTIFICATE: ... Get Document

MetLife Insurance Company Of Connecticut ANNUITY CLAIM FORM
Assume the Account/Spousal Continuation (Spousal Option Only– For IRAs and Non-Qualified contracts Primary/ New Beneficiary Designation: Name SS# Relationship Contingent If additional annuities and other deferred compensation plans. The ... Visit Document

The Guaranteed Lifetime Income Account Value Is For Future ...
2 Only legal spouse at time of benefit election is eligible for spousal continuation. FA7050-10 For use in the following states: CT, DE, FL, MN, OH, SC, TX and UT Forethought Life’s Fixed Indexed Annuities are not sponsored, endorsed, ... Return Document

Annuity And Variable Life Insurance Death Benefits Claim Form
Annuities are issued by Prudential Annuities Life Assurance Corporation (“PALAC”), Spousal Assumption B: Continuation C: New Annuity Contract D: Continuation for life Payout E: Lump Sum F:Beneficiary Income Option G: Transfer** A B C E C E ... Read Content

IFE AGENT GUIDE On Fixed Index Annuities
Product Availability All fixed index annuities Issue Requirements Owner and annuitant must be the same person to elect the rider, unless the Spousal Continuation Allowed if spouse is joint owner or the sole beneficiary. Required to continue ... View Doc

PRC62 Universal Annuity Advantage
ANNUITIES | VARIABLE Minimum Purchase Payments $1,000 (NQ and IRA); $20 (TSA) We may terminate your contract if your account value is less than $2,000 and no purchase payments have been received in two years. • Spousal Continuation (NQ & IRA) ... Fetch Here

THE NATIONWIDE LIFETIME INCOME RIDER® GET LIFETIME INCOME
Variable annuities don’t guarantee the performance of the investment options you pick, because investment SPOUSAL CONTINUATION (OPTIONAL) You can guarantee your surviving spouse the same level of income you received — uninterrupted and for ... View Document

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MIStAke #2 Spousal continuation mistakes p. 4 MIStAke #3 Failing to name a beneficiary p. 5 Venture Annuities and the optional riders are not available in all states; product features may vary, subject to state regulation. ... Fetch Doc

QUALIFIED ANNUITY SPOUSAL CONTINUATION REQUEST - Document Moved
SPOUSAL CONTINUATION REQUEST QUALIFIED ANNUITY SPOUSAL CONTINUATION REQUEST  Individual Retirement Annuity Policy No. _____ Deceased Annuitant _____ ... View Document

SM Guaranteed Destinations Client Guide SM
Annuities designed to help you maximize your retirement income and secure your financial future. and Spousal Continuation of Income Upon Death of Owner * Cost of Living increases begin on the 2nd anniversary following activation of ... Retrieve Here

Annuity Answer Booklet
For qualified annuities, such as IRAs, spousal beneficiaries may choose to receive IRS Required Minimum Distributions, based on the beneficiary’s life expectancy. These distributions would begin 1) when the deceased ... Access Content

The Impact Of Beneficiary Designations - Western Fraternal ...
All IRAs and annuities dictate that a beneficiary is named to receive the assets at the death of the owner/annuitant. When Spousal Continuation For Jan and Al, in a typical situation with a husband-and-wife annuity or IRA, ... Document Viewer

RiverSource Life Insurance Company Insurance And Annuity ...
100% Spousal Continuation - This option allows a spouse to continue the existing contract tax-deferred for non-qualified, deferred annuity withholding may apply for some tax-qualified annuities with spousal claimants. If you do not indicate a withholding election and we withhold the ... Get Content Here

JH Spectrum Fixed Annuity
Ship (including spousal continuation) or a death benefit is processed. Once you are receiving this benefit or are receiving income through John Hancock fixed annuities are sold through a network of financial professionals. ... Visit Document

SPOUSAL ROLLOVERS: HOW AND WHEN - Davis Graham & Stubbs LLP ...
SPOUSAL ROLLOVERS: HOW AND WHEN Marcia Chadwick Holt Davis Graham & Stubbs LLP Denver, Colorado A. Spousal Rollovers: In General 1. The Rules. Both Qualified Plans and Traditional IRAs are subject to the distribution rules of ... Fetch Content

Death Claim Statement RiverSource Life Insurance Co. Of New York
Settlement Option 1 — Spousal Continuation or Tax Sheltered Annuities (TSAs.) If you select the GWB settlement option, amount and duration will be calculated based on the remaining benefit amount and the guaranteed benefit payment. ... Read Here

Withdrawal Charges - Providing Top Life Insurance, Annuity ...
Increase and spousal continuation of income upon death of owner* Forethought Destination Indexed Annuities SM INCOME125. Strategies Premiums can be allocated to your choice of four interest crediting strategies; one fixed interest and ... Read Here

• Joint Annuitant accepted for non-qualified annuities that provide for GMWB Rider. the spousal continuation exception is lost. Ft. Dearborn • Upon death of either the owner or the annuitant, death benefit is payable to the beneficiary. Genworth ... Read Content