This document is a fixed annuity application that collects information about the owner, annuitant, beneficiaries, premium payment, and income payment options. It requests names, addresses, dates of birth, social security/tax IDs, and other identifying information for the owner, joint owner, annuitant, joint annuitant, payee, and beneficiaries. It also requests details about the premium amount, whether it is an actual or estimated payment, and type of payment. Finally, it asks the applicant to select single or joint life payout options, payment frequency, and income start date.
This document is a fixed annuity application that collects information about the owner, annuitant, beneficiaries, premium payment, and income payment options. It requests names, addresses, d…