Get Individual Fixed / Indexed Annuity Application

This guide provides a comprehensive overview of how to complete the INDIVIDUAL FIXED / INDEXED ANNUITY APPLICATION online. By following these steps, you will ensure your application is filled out accurately, making the process smooth and efficient.

Follow the steps to successfully complete your annuity application.

1. Click ‘Get Form’ button to obtain the form and open it in the document management interface.
2. Begin with section 1, proposed owner information. Fill out the last name, first name, middle initial, social security number, sex, date of birth, state of birth, mailing address, driver’s license state and number, and the best time to call. Indicate whether you are a United States citizen or a legal permanent resident.
3. If applicable, provide joint owner information in section 2, including first name, middle initial, address, city, date of birth, social security number or tax ID number, state, relationship to the owner, email address, and phone number.
4. In section 3, if the owner is a revocable living trust, provide the date of the trust, mailing address, tax ID number, and name of trustee(s). Remember to submit relevant trust documents.
5. Complete section 5 for beneficiary information. List primary and contingent beneficiaries, including names, social security numbers or tax ID numbers, addresses, dates of birth, relationships to the owner, and phone numbers. Ensure that the totals for percent of proceeds equal 100%.
6. Answer questions in section 6 regarding replacement information, indicating if there is existing life insurance or annuity coverage and if the new application intends to replace any existing contracts.
7. Fill in the specifics of the annuity applied for in section 7, including withdrawal charge period, initial investment allocation, type of annuity, and any special requests.
8. Review and complete the declarations in section 9. Provide signatures for the owner, joint owner, and proposed annuitant if applicable.
9. Finally, after reviewing all the information for accuracy, save changes, download, print, or share the completed form as needed.

Start filling out your INDIVIDUAL FIXED / INDEXED ANNUITY APPLICATION online today!