Get Suitability Form - Guggenheim Life And Annuity Company

Completing the Suitability Form for Guggenheim Life And Annuity Company is a crucial step in your annuity application process. This guide provides clear, step-by-step instructions to help you navigate the online form with confidence and ease.

Follow the steps to successfully fill out the form online.

1. Click 'Get Form' button to obtain the Suitability Form and open it in your preferred editor.
2. Begin by filling out the general information section. Include the owner and joint owner names, occupations, and places of birth.
3. Indicate your citizenship status by selecting yes or no for both the owner and joint owner.
4. In the 'Product Applying For' section, specify the premium amount and select the applicable product types.
5. Provide your financial information, including your approximate annual household income and household net worth.
6. Choose your sources of income from the options and indicate your combined tax bracket.
7. Explain your motivations for purchasing the product by checking relevant options related to financial goals.
8. Answer questions regarding your liquid assets, reverse mortgage status, and sources of premium for this annuity.
9. Respond to inquiries about replacements of previous annuity contracts and discuss your current investments with your agent.
10. Assess your risk tolerance and how you plan to withdraw funds from this annuity.
11. Complete any remaining sections, including those about health status and living arrangements.
12. Sign the form, confirming the accuracy of your provided information, and provide the date of signing.
13. Once all sections have been completed and checked for accuracy, save changes, download, print, or share the form as necessary.

Complete your Suitability Form online today to take the next step in your annuity application!