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Get Pacific Life Transfer Exchange Form

00) 586-0096 Web Site: www.PacificLifeandAnnuity.com Use this form for the following transfer/exchanges from another financial institution to an For 1035 exchanges: annuity contract at Pacific Life: If no cost basis information is received Full or partial 1035(a) tax free exchange of an existing non-qualified annuity. from the surrendering company, Pacific Full 1035(a) tax free exchange of an existing life insurance policy. Life will be required to assume the cost Transfer of IRA.

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