Get Clear Spring Customer Profile And Identification Worksheet 2013-2025

Completing the Clear Spring Customer Profile And Identification Worksheet is essential for the application process. This guide will provide you with a professional and easy-to-follow approach to filling out the form online, ensuring that your information is accurately submitted.

Follow the steps to complete the worksheet successfully.

1. Press the 'Get Form' button to access the worksheet and open it in your preferred editor.
2. Begin filling out the general information section. This includes entering the owner’s name, joint owner’s name, their occupations, and places of birth (city, state, and country). Make sure to indicate whether each individual is a U.S. citizen.
3. In the product applying for section, select the type of annuity you are interested in and enter the premium amount, along with the product name and surrender charge period.
4. Provide your financial information, including approximate annual household income and net worth. Specify the source of income, combined state and federal tax bracket, and your reasons for purchasing this product.
5. Answer questions about your financial stability, including whether you have sufficient liquid assets available for monthly expenses and details on any reverse mortgage. Provide the source of premium for the annuity.
6. Indicate if you have replaced any other annuity contracts recently, including details about the replacement transactions and whether the same agent is assisting you.
7. Answer questions regarding any existing financial products you own, the anticipated benefit of purchasing this annuity, and your understanding of the risks involved.
8. Complete the risk tolerance section, selecting the level that best describes your approach to investment risk.
9. Specify how you anticipate taking withdrawals from the annuity and any significant changes you expect in your financial situation.
10. For immediate annuity contracts, acknowledge understanding of specific terms by initialing the relevant statement.
11. Fill out the customer identification verification section, providing the required information about any government-issued photo IDs.
12. Review all the information provided for accuracy, then sign and date the form. The joint owner, if applicable, should also sign.
13. Finally, ensure the agent completing the transaction signs the form as well.
14. Once all steps are completed, save any changes made to the document, and you may choose to download, print, or share the form as needed.

Complete your Clear Spring Customer Profile And Identification Worksheet online to ensure a smooth application process.