Get Hartford Vul Insurance Products All-in-one Fund Selection Form

This guide provides comprehensive instructions on completing the Hartford VUL Insurance Products All-in-One Fund Selection Form online. By following these steps, you can ensure that you fill out the form accurately and efficiently, making it easier to manage your insurance products.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Fill in the policy information, including the names of the insured and policyowner, as well as the policy number.
3. If applicable, select options for the Benefit Account specifically for Quantum II policies.
4. In Section A, choose either Option 1 or Option 2 for premium allocation. Follow the instructions for selecting the appropriate portfolio options.
5. For Option 1a, allocate premiums based on a static allocation model or for Option 1b, allocate based on a fund of funds option, as per your investment strategy.
6. In Section B, select the type of Dollar Cost Averaging (DCA) you wish to utilize, and specify the source and target funds as necessary.
7. Move to Section C to select your funds, ensuring that your selections do not exceed the maximum limit.
8. Sign and date the Policyowner Acknowledgment at the end of the form to confirm the accuracy of the information provided.
9. Upon completion, save any changes made, and choose to download, print, or share the form as needed.

Complete your Hartford VUL Insurance Products All-in-One Fund Selection Form online today!