Get Uniform Disclosure Notice - Trs

The Uniform Disclosure Notice - TRS is an essential document for potential purchasers of 403(b) annuity contracts. This guide provides clear, step-by-step instructions on how to complete the form online effectively, ensuring users understand each component.

Follow the steps to complete the form with ease.

1. Click ‘Get Form’ button to access the document and open it in the online editor.
2. Begin by entering the name of the agent offering the annuity contract for sale in the designated field. Make sure to provide accurate information to avoid any discrepancies.
3. Continue filling out the address of the offering agent, including street, city, state, and zip code.
4. Input the telephone number of the offering agent, ensuring it has the correct area code.
5. Provide the state license number of the offering agent in the next field.
6. Indicate the state agency that issued the license for the offering agent.
7. If applicable, enter the SEC license or registration number of the offering agent.
8. Fill in the name and address of the insurance agency linked to the offering agent, along with their telephone number.
9. Complete the section with the state license number and agency issuing the license for the insurance agency.
10. Proceed to input the name of the insurer underwriting the annuity. Then, fill out the insurer’s address and telephone number.
11. Include the name and contact details of the insurer’s account representative who is authorized to handle inquiries or complaints.
12. For fixed or variable annuity contracts, specify the product name and details such as the current interest rate, fees, and any penalties involved.
13. Address any additional restrictions, loan availability, and compute the guaranteed benefits as required.
14. Review all the entered information for accuracy and completeness.
15. Once satisfied with your entries, save your changes, and use the options available to download, print, or share the completed form.

Complete your documents online today to ensure compliance and protect your investment.