PRE-EXISTING ANNUITY

Non-Compliant Annuity Valuation

Attorney or Advisor’s Contact Information
Name*
First Last
Company*
Address
Street Address City State ZIP Code
Phone
Email*
Facsimile
Client Data
What is the owner of the annuity's name?*
First Last
State of Residence*
Upload Annuity Contract
Contract Data
What insurance company holds the contract?
Is this a qualified or non-qualified annuity?
At what frequency does the client receive regular payments?
How much does the contract pay at the selected frequency?
Is this a lifetime contract?
- Yes
- No
When is the next guaranteed payment date?
Date Format: MM slash DD slash YYYY
When is the last guaranteed payment date?
Date Format: MM slash DD slash YYYY
How many remaining payments does the contract guarantee?
Upload Document(s)
Accepted file types: pdf, doc, docx.
Additional Comments
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