Get Guarantee Platinum (3

Filling out the Guarantee Platinum (3 form is an important step in securing your financial future through a fixed deferred annuity. This guide will walk you through the essential components of the form, providing clear instructions to ensure a smooth and straightforward application process.

Follow the steps to successfully complete your Guarantee Platinum (3 form.

1. Click 'Get Form' button to download the Guarantee Platinum (3 form and open it in your preferred editor.
2. Complete the Owner(s) section by providing your name, Social Security Number (SSN), birth date, address, and contact information. Ensure all details are accurate and up to date.
3. If applicable, fill out the Annuitant(s) section. This information is relevant if the annuitant differs from the owner. Provide similar details as in step 2.
4. Provide information for any Joint Owner(s) or Joint Annuitant(s) as necessary. Make sure to include their SSN and relationship to the owner.
5. In the Beneficiary section, specify the primary and contingent beneficiaries. Indicate the relationship to the owner and ensure the total percentage equals 100%.
6. Indicate the purpose of the annuity by selecting the appropriate plan type, such as Qualified, Non-qualified, or IRA.
7. Enter the initial or single premium amount. Make checks payable to Fidelity & Guaranty Life Insurance Company.
8. State your desired guaranteed interest rate and the period of your annuity. Make sure these selections are aligned with your financial goals.
9. Review the Replacement section. Indicate if you are replacing an existing life insurance or annuity policy and provide necessary details.
10. Read and understand the Fraud Warning Notices relevant to your state. Review information about potential penalties for misrepresentations.
11. Make sure to sign the application in the appropriate fields, confirming the accuracy of the provided information and acknowledging the disclosures.
12. Once completed, save your changes. You can download, print, or share the filled-out form as needed.

Begin your journey to financial security by completing your Guarantee Platinum (3 form online today.