Fixed Annuity Application What To Expect | Form required to purchase an annuity & what they are for.

What to expect when doing a fixed annuity application.
Forms required to purchase an annuity & what they are for.

1. The annuity application and beneficiary info
2. The product disclosure form
3. The Suitability form regarding financial disclosure and replacement comparison, if replace another annuity of life insurance policy.
4. Age 65 and over disclosure
5. Replacement notice
6. Notice of in-home meeting for age 65
7. Direct deposit if interest income
8. Transfer tax free exchange or roll-over form
9. Trust documents if trust is to be owner/beneficiary

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