- 5 -
annuitization, please see the enclosed annuitization
kit.
(4) Re-register the contract.
In order to proceed, we ask that Anne Snyder send a
letter of instruction that includes the following
information:
• chosen Death Benefit Option (listed above)
Note: If the Re-registration option is chosen
please have her [Anne Snyder] include her date of
birth and new beneficiary designation.
• an original signature
• mailing address
• Social Security number
• Signature Guarantee - needed only if the re-regis-
tration option is chosen or if the payout is
$250,000.00 or greater.
* * * * * * *
Please forward the following documents in addition to the
letter of instruction:
• certified copy of the annuitant’s [decedent’s] death
certificate.
On July 9, 2001, petitioner signed and dated Form W-4P,
Withholding Certificate for Pension or Annuity Payments (Form W-
4P), for her taxable year 2001 with respect to decedent’s fixed
annuity contract (petitioner’s 2001 Form W-4P for decedent’s
fixed annuity contract). In that form, petitioner directed that
no tax was to be withheld from any distribution with respect to
decedent’s fixed annuity contract. The instructions for peti-
tioner’s 2001 Form W-4P for decedent’s fixed annuity contract
stated in pertinent part:
Page: Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Next
Last modified: May 25, 2011