Get Clear Spring Customer Profile And Identification Worksheet 2022-2025

Filling out the Clear Spring Customer Profile And Identification Worksheet online is an important step in the annuity application process. This guide provides clear instructions to ensure you complete the form accurately and effectively.

Follow the steps to complete the worksheet successfully.

1. Click ‘Get Form’ button to obtain the form and open it in your designated digital form editor.
2. Begin with Section 1: Owner(s) Information. Provide all applicable details such as full name, place of birth, U.S. citizenship status, age, and occupation. If a power of attorney is completing the form, indicate and submit the necessary documentation.
3. Move to Section 2: Product Information. Indicate the type of annuity you are applying for, product name, term length, and initial premium amount. This section is crucial for the specific details of your application.
4. In Section 3: Current Financial Situation and Experience, provide detailed financial information including household income, assets, and expenses. Ensure to list liquid and non-liquid assets separately for clarity.
5. Section 4 requires you to describe your financial needs and objectives concerning the annuity. Clearly outline your intended use for the annuity and how it will provide a benefit.
6. Complete Section 5: Other Required Information by answering questions regarding your understanding of potential risks related to the annuity and your current health status.
7. Section 6 involves declaring the source of funds. Specify if this purchase involves any existing policies and confirm whether this transaction includes any replacements.
8. If applicable, proceed to Section 7 to acknowledge your understanding of the immediate annuity options by initialing the consent statements.
9. In Section 8: Customer Identification, provide information regarding the type of government-issued photo ID for both primary and joint owners. Include the details as instructed.
10. Section 9 requires input from your agent. Ensure they fill out their sections accurately to complete the application process.
11. Finally, in Section 10: Confirmation Section, both the owner and agent must sign and date the form to confirm the accuracy of the information provided.
12. After completing all sections, save changes to the form, and choose to download, print, or share the completed worksheet as needed.

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