Get Single Premium Annuity Data Sheet Fb388b.doc

The Single Premium Annuity Data Sheet FB388b.doc is an essential document for those looking to establish annuity plans. This guide will walk you through the online process of filling out each section of the form efficiently and accurately.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to access the form and open it in the editor.
2. Begin by entering the name of the measuring life. This includes first, middle, and last names.
3. Indicate the sex of the measuring life.
4. Fill in the date of birth for the measuring life.
5. Provide the Social Security number of the measuring life.
6. If applicable, list the optional payee's name, including any joint optional payee.
7. Enter the address of the optional payee.
8. Fill in the owner's name and their address.
9. Ensure to upload a legible copy of a government-issued document that confirms the date of birth.
10. Describe the annuity plan you are choosing, including payment schedules and payee details. You may add additional information on the reverse side or an attached page.
11. If this is a Medicare Set-Aside Account (MSA), select yes or no.
12. If applicable, indicate which stream(s) are used to fund the MSA and whether it is self-administered.
13. Fill in the mailing address where the annuity payments should be sent.
14. Complete the submission section with your signature, date, printed name, email, street address, telephone number, city, state, and zip code.
15. Once finished, save your changes and choose to download, print, or share the form as necessary.

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