Not really. My sister is clinging to her story that it has to come out in her name and on her SS number. My other sister thinks the same way I do and lives not far from her. I'm sure she'll get more involved before the payout date.Did you ever get your answers?
This will either be next month or January. Of course, that's tentative because my sister controls when.
This annuity (yes, 2B has a VA ) is with American General Life Insurance Company (a subsidiary of American General - what a surprise). I have a form dating from 2000 that supposedly changed the ownership to all of us.
My father originally had it set up with only my youngest sister as beneficiary thinking that she was "in charge" but only part owner. She had all of his POA and financial stuff so it was a natural extension. When he realized he set it up wrong it was changed.
I intend to call the number of the FA (may he burn in hell) that sold the VA to my father. He may actually be fulfilling my wish but he could still be there. If not, someone else may be able to help.