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Get Athene 19740 2016
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How to fill out the Athene 19740 online
This guide provides clear instructions for successfully completing the Athene 19740 form online. By following these steps, you will be able to fill out each section accurately and efficiently.
Follow the steps to complete the form with ease.
- Click the ‘Get Form’ button to obtain the Athene 19740 form electronically and open it in your chosen editor.
- Begin by entering the owner’s name in the designated field at the top of the form before proceeding to the product specifications.
- For each replaced contract, fill in the type of contract, the contract number, the date of issue, and the initial premium.
- Complete the bonus section by specifying the bonus percentage and any limitations or exclusions that apply.
- Provide details regarding the current accumulated value, current surrender value, and any applicable market value adjustments.
- Fill out the surrender charge schedule for the remaining years and the free withdrawal percentage.
- Document the annual minimum guaranteed interest rate and the death benefit options.
- Indicate the interest crediting method, including any applicable strategies or rates.
- Specify any terminal illness waivers and confinement waivers, if applicable.
- Share any other waivers, riders attached to the contract, and their current values.
- Fill out the writing agent's name and reason for replacing the existing policy.
- List any features compared and how the new replacement contract meets your insurance needs.
- Answer if you have exchanged any annuities within the past 36 months and provide an explanation if applicable.
- Review the important considerations regarding contract replacement and acknowledge your comparison of the existing and proposed contracts.
- Lastly, sign and date the form where indicated for both the owner and joint owner.
Complete your form and submit all necessary documents online for a seamless experience.
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To fill out a life insurance claim form, begin by obtaining the correct form from your insurance provider, such as Athene 19740. Carefully read the instructions and fill in all required information, including policyholder details and the event leading to the claim. Double-check for accuracy and completeness before submitting the form along with any necessary documentation. This comprehensive approach helps expedite the processing of your claim.
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