Get Clear Spring Customer Profile And Identification Worksheet 2021-2025

Filling out the Clear Spring Customer Profile And Identification Worksheet is a crucial step in your annuity application process. This guide will provide you with detailed instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Clear Spring Customer Profile And Identification Worksheet online.

1. Click ‘Get Form’ button to obtain the worksheet and open it in the document editor.
2. Begin with Section 1: Owner(s) Information. Enter the legal name of the primary owner and joint owner if applicable along with their birthplaces and U.S. citizenship status. If a Power of Attorney is completing this form, include a copy of their documentation.
3. Proceed to Section 2: Product Information. Indicate the type of annuity you are applying for, enter the product name, term of the product, and the initial premium amount.
4. Next, fill out Section 3: Current Financial Situation and Experience. Provide details about household income and expenses, as well as asset information. Attach additional pages if necessary.
5. Continue to Section 4: Current Financial and Insurance Needs and Objectives. Describe your reasons for purchasing the annuity, how it will benefit you, and when you plan to access the funds.
6. In Section 5: Other Required Information, answer questions about your understanding of potential risks associated with the annuity and any current health care considerations.
7. Complete Section 6: Source of Funds and Replacement Information. Establish if this transaction is a replacement and provide necessary details regarding existing policies or funds.
8. If applicable, fill out Section 7: Immediate Annuity Acknowledgement. Confirm your selection of settlement options and initial where required.
9. Proceed to Section 8: Customer Identification. Provide verification information such as a government-issued photo ID for both the primary owner and joint owner.
10. Then, Section 9 will be completed by the agent. Ensure the agent provides the requisite recommendation and confirmation information.
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. Once all sections are filled out, save your changes, then download, print, or share the completed worksheet as needed.

Complete your forms online today to ensure a smooth and efficient application process.