Get Index Strategy Disclosure And Allocation Form - Ipipeline

Completing the Index Strategy Disclosure and Allocation Form is essential for understanding how your premium is allocated among different strategies. This guide provides step-by-step instructions for filling out the form online, ensuring that you can navigate each section with ease.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Review the introduction section of the form, which outlines important information about the interest crediting strategies available to your annuity contract.
3. Locate the section titled 'Initial Strategy Allocation Percentages.' Here, you will allocate your premium among various strategies. Ensure that the total percentage equals 100% and that all values are whole numbers.
4. Look for the strategies listed, such as the Fixed Strategy and different Index Strategies. Understand the characteristics of each strategy before making your selections. For instance, review how interest is credited under each strategy.
5. Fill in the percentage allocations next to each strategy based on your investment preferences. Make sure the sum of these percentages totals 100%.
6. Provide your name and signature in the sections labeled 'Owner(s)/Applicant(s) Name' and 'Owner(s)/Applicant(s) Signature.' If there is a joint owner, fill in their information in the respective sections.
7. Complete the date fields next to your signatures to confirm when you filled out the form.
8. If applicable, have your producer sign and date the form as well.
9. After you have completed all necessary fields, save your changes. You can also download, print, or share the completed form as needed.

Start filling out your documents online to ensure that your annuity preferences are clearly communicated.