Get the free V 1252 Variable Annuity 22 Annuity Service Form 01-2016docx

Clarity 2 + 2 Variable Annuity Service Form Athene Annuity & Life Assurance Company PO Box 19086 Greenville, SC 296029086 Overnight Address: 2000 Wade Hampton Blvd. Greenville, SC 296151064 1. 1.800.423.9398

How to fill out v 1252 variable annuity

How to fill out v 1252 variable annuity:

1. Start by obtaining the necessary forms from the insurance company or financial institution that offers the v 1252 variable annuity. These forms can often be found on their website or requested by phone.
2. Carefully read through the instructions provided with the forms. Understand the terms and conditions, as well as any fees or charges associated with the annuity.
3. Begin filling out the forms by providing your personal information, such as your name, address, and social security number. Ensure that all the information is accurate and up to date.
4. Specify the desired investment options for your v 1252 variable annuity. This may involve selecting from a variety of funds with different risk levels and investment strategies. Consider your investment goals and risk tolerance before making your choices.
5. Determine the amount and frequency of your contributions to the annuity. You may have the option to make a lump sum payment or set up regular contributions over time. Select the payment method that aligns with your financial situation.
6. Review the beneficiary designation section of the forms. This is where you can specify who will receive the annuity proceeds in the event of your death. Consider consulting with an estate planning attorney to ensure your beneficiary designation aligns with your overall estate plan.
7. Double-check all the information you have entered on the forms for accuracy. Any mistakes or omissions could lead to delays or complications in processing your annuity application.
8. Once you are satisfied with the completed forms, sign and date them as required. Some forms may require a witness or notary public to verify your signature.
9. Make copies of all the completed forms for your records. It is always a good idea to have a copy of all the documents you submit for your v 1252 variable annuity.
10. Finally, submit the filled-out forms along with any required supporting documentation to the insurance company or financial institution. Follow their instructions for submission, whether it is through mail, email, or an online portal.

Who needs v 1252 variable annuity:

1. Individuals who are seeking long-term investment growth and potential tax advantages may consider a v 1252 variable annuity.
2. Those with a higher risk tolerance and the ability to withstand market fluctuations may find a v 1252 variable annuity suitable.
3. Investors who want the option to choose from a range of investment funds and have control over their investment decisions may find the v 1252 variable annuity appealing.
4. Individuals who are looking for a retirement income stream and are willing to lock up their funds for an extended period of time may find the v 1252 variable annuity beneficial.
5. Anyone who wants to pass on their annuity proceeds to their beneficiaries upon their death may consider the v 1252 variable annuity.

Remember to consult with a financial advisor or insurance professional to determine if the v 1252 variable annuity is suitable for your specific financial goals and circumstances.

For pdfFiller’s FAQs

What is v 1252 variable annuity?

V 1252 variable annuity is a type of investment product that provides a series of payments in exchange for an initial lump sum.

Who is required to file v 1252 variable annuity?

Insurance companies and other financial institutions are required to file v 1252 variable annuity.

How to fill out v 1252 variable annuity?

To fill out v 1252 variable annuity, you must provide all required information about the annuity contract and the payments.

What is the purpose of v 1252 variable annuity?

The purpose of v 1252 variable annuity is to report income derived from the annuity contract.

What information must be reported on v 1252 variable annuity?

Information such as contract details, payment amounts, and payee identification must be reported on v 1252 variable annuity.

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