Get Deferred Variable Annuity Application - The Edge

Navigating complex forms can be daunting, but with this guide, you will find detailed, step-by-step instructions on completing the Deferred Variable Annuity Application - The EDGE. Our goal is to help you fill out the form accurately and efficiently, ensuring a smoother application process.

Follow the steps to successfully complete the application.

1. Use the ‘Get Form’ button to access the Deferred Variable Annuity Application - The EDGE. This will allow you to download and open the form for completion.
2. Start with the product selection section. Indicate the product name and the solicitation state by entering the appropriate two-character state code.
3. In the owner(s) information section, provide the details for the primary owner. This includes their name, gender, address, birth date, Social Security Number (SSN) or Tax Identification Number (TIN), phone number, and email address.
4. If applicable, complete the joint owner section with the same information requested for the primary owner.
5. Fill out the annuitant(s) information if it is different from the owner. Indicate gender and complete their contact information.
6. Next, complete the beneficiary information, indicating each beneficiary's name, relationship, and percentage of the benefit they will receive. You can add additional beneficiaries using a separate form if needed.
7. Select the contract type and source of funds. Indicate whether it is a qualified or non-qualified contract, and specify the initial payment amount and source.
8. Move to the benefit elections section. Review and decide on any optional features or living benefit elections that apply to your situation. Consult with your financial advisor if unsure.
9. Proceed to the investment options section. Clearly indicate your investment choices, including any desired automatic programs or features.
10. Once you have completed all sections, review the entire application for accuracy. Save your changes and ensure any required signatures are included before submitting.

Complete your Deferred Variable Annuity Application - The EDGE online today for a seamless application experience.