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What claimant information for a trust do I include on the annuity claim form?

April 26, 2017Annuity claim claimant form Trust

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What claimant information for a trust do I include on the annuity claim form?

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A. You need to indicate the name of the trust under “Claimant’s Name.” The trust name should include the date of the trust. For “Claimant’s Address,” indicate a trustee’s address where the death proceeds should be delivered.