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REFERENCE GUIDE
during owner's life. If owner has spousal beneficiary more than 10 years younger, use instead Joint Life Table from IRS Pub. 590. Use to calculate Required Minimum after owner's death. See IRS Pub. 590 for complete table of ages 0 through 111+. Maximum taxable earnings base $147,000 Amount Needed to Earn One Credit $1,510
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ACCOUNT CHANGE FORM - Insurance, Retirement, …
www.westernsouthern.comPage 1 B CURRENT ACCOUNT TYPE Complete all applicable Sections. Return to: Touchstone Investments, P.O. Box 9878, Providence, RI 02940-8078 Overnight address: Touchstone Investments, 4400 Computer Drive, Westborough, MA 01581, Phone: 800.543.0407 Existing Touchstone Shareholders seeking to update their account registration should complete this …
REFERENCE GUIDE - Western & Southern Financial Group
www.westernsouthern.comREFERENCE GUIDE 1. Assumes individual or spouse also participates in an employer-sponsored retirement plan. 2. Special increased limit may apply to certain 403(b) contributors …
A. Beneficiary Designation B. Name Change C. Policy ...
www.westernsouthern.comA. Beneficiary Designation B. Name Change C. Policy Certificate Duplicate Contract (all three pages of form must be returned for processing and owner signature is required on page 3) PLACE TRACKING STICKER HERE A. BENEFICIARY DESIGNATION - Completion of this form revokes all prior designations for all Classes; therefore, all Classes need to be
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