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Get Individual Fixed / Indexed Annuity Application

SBLI USA LIFE INSURANCE COMPANY, INC. INDIVIDUAL FIXED / INDEXED ANNUITY APPLICATION 100 W. 33rd Street, Suite 1007, New York, NY 100012914 Toll Free: 1877SBLIUSA / 18777254872 1. PROPOSED OWNER INFORMATION.

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Related content

Form of Individual Annuity Application - SEC.gov
Transfers from the Separate Account to the Fixed Account(s) may also be ... MassMutual...
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Final Rule: Indexed Annuities and Certain Other...
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With a fixed annuity, you can choose to receive guaranteed payments for a set number of years or a lump sum payment. Note that the period of guaranteed payments is restricted by the terms of the contract. You may receive payments for a set period of years or for the rest of your life, depending on your policy.

For example, a fixed annuity might be set at an annual percentage rate of 7%. In such a case, the annuitant is guaranteed to realize a 7% annual return on his annuity investment each year, regardless of how prevailing interest rates in the economy may change over time.

To set up a fixed index annuity, you first need to buy an annuity contract. You can make a lump sum deposit, transfer over funds from a retirement plan or make multiple payments over time. You then tell the annuity company how it should invest the money.

A fixed annuity is a type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate on their contributions to the account. By contrast, a variable annuity pays interest that can fluctuate based on the performance of an investment portfolio chosen by the account's owner.

Annuities are used mainly to supplement more traditional sources of retirement income such as Social Security and pension plans. Common features include: Tax-deferred growth.

Use annuities to prepare for your future Tax-deferred growth. ... Unlimited contributions. ... Choice of investment options. ... No mandatory withdrawals. ... Death benefit. ... Lifetime income benefits.

Example of an Annuity A life insurance policy is an example of a fixed annuity in which an individual pays a fixed amount each month for a pre-determined time period (typically 59.5 years) and receives a fixed income stream during their retirement years.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232