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Get Pte 84-24 Disclosure And Acknowledgment Form For Ira ...
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How to fill out the PTE 84-24 Disclosure And Acknowledgment Form For IRA online
Filling out the PTE 84-24 Disclosure and Acknowledgment form is crucial for those considering an annuity contract transaction involving Individual Retirement Account funds. This guide will help you navigate each section of the form, ensuring a smooth and informed completion process.
Follow the steps to fill out the form accurately and efficiently.
- Press the ‘Get Form’ button to access the PTE 84-24 Disclosure and Acknowledgment form. This will allow you to open and review the document online.
- Begin by filling in the proposed annuity product's name and the name of the insurance company issuing the annuity. These details are essential for identification.
- Review the disclosures required by the Prohibited Transaction Exemption (PTE) 84-24. This includes understanding your relationship to the insurer and the best interest standard outlined.
- Ensure you comprehend the charges and fees associated with the annuity contract. This includes any surrender charges and market value adjustments that may apply.
- Acknowledge any potential material conflicts of interest. This section highlights situations where financial interests may affect recommendations.
- Complete the Disclosure Certification by signing where indicated. This confirms that you believe the producer has acted in your best interest and provided accurate information.
- Proceed to the Acknowledgment and Transaction Acceptance section. Here, you will provide your printed name, date, and signature, indicating your understanding and acceptance of the document.
- Once all fields are completed, save your changes, then choose to download, print or share the form as required.
Start filling out your PTE 84-24 Disclosure and Acknowledgment form online today!
This Disclosure and Acknowledgment Form (“Form”) provides important information You should know before making a purchase of, and additional payment(s) to, an annuity/ life insurance contract issued by the Insurance Company (“Insurance Company”) with IRA or employee benefit plan funds.
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