Get Additional Purchase Payment

The Additional Purchase Payment form is essential for submitting extra payments towards your insurance contract. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently online.

Follow the steps to fill out the Additional Purchase Payment form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by completing the general information section. Fill in the owner’s name, contract number, street address, city, state, ZIP code, social security number, phone number, and email address. Ensure all information is correct and clearly printed.
3. In the Additional Purchase Payment section, select the appropriate option for the amount you wish to apply to the contract. Indicate whether the payment is a rollover. Note that tax year and rollover options are applicable only to IRAs.
4. If applicable, decide how the payment should be allocated. You can choose to apply the payment to future allocations on file or specify allocations for this payment and future payments. Signify your choices by indicating whole percentage allocations that sum to 100% for each fund manager or fund name listed.
5. Finally, after completing all sections, proceed to the Signature(s) section. The contract owner must print their name, provide their signature, and date the form. If there is a joint owner, they should also fill out their details, including their name, signature, and date.
6. Once you have completed the form, review your entries for accuracy. You can then save your changes, download the completed form, print it, or share it as needed.

Complete your Additional Purchase Payment form online today to ensure your contributions are processed promptly.