Get Annuity Disclosure Index Master Dow 10 Year Flexible Premium Deferred Annuity Policy Form Series

This guide provides a comprehensive overview of how to effectively fill out the Annuity Disclosure Index Master Dow 10 Year Flexible Premium Deferred Annuity Policy Form Series online. Following these instructions will ensure that users can complete the form accurately and confidently.

Follow the steps to complete your form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Review the disclosure statement carefully. This section outlines the key features of your annuity contract, including the choice between Indexed and Fixed Accounts.
3. In the section titled 'The Annuity Contract', indicate your preference for interest crediting based on the performance of the Dow Jones Industrial Average or the company-declared rates for the Fixed Account.
4. Fill out the premium payment details, ensuring that you allocate your initial premium payment appropriately between Index and Fixed Accounts. Remember to submit your application before the 4:00 PM (Central Time) cutoff for proper processing.
5. Complete the 'Accumulation Value' section by understanding how values from both accounts contribute to your total value.
6. If applicable, sign the form where indicated to confirm your application and agreement to the terms.
7. Review all entries for accuracy before proceeding. Ensure you have filled in any necessary sections regarding cash surrender value or withdrawal charge schedules.
8. Once completed, save your changes, download the form, and print or share it as necessary.

Start filing your forms online today to secure your financial future.