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Clear 1035 EXCHANGE REQUEST FORM (Unqualified Annuities & Life Insurance Policies Only) Complete One Side Only Existing Company Phone Number Existing Company Address Existing Contract Number City

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How to fill out 1035 exchange request form

How to fill out a 1035 exchange request form:

01

Begin by gathering all necessary information and documents. This may include your current insurance policy information, the policy you wish to exchange it for, and any other relevant financial information.

02

Start by filling out the top section of the 1035 exchange request form. This typically includes your name, address, contact information, and policy numbers.

03

Next, provide details about your current insurance policy. This may include the insurance company's name, policy number, and the type of policy you currently hold (e.g., life insurance, annuity, etc.).

04

In a separate section, provide details about the policy you wish to exchange your current policy for. Include the insurance company's name, policy number, and the type of policy you wish to obtain.

05

If there are any additional instructions or requirements for the exchange, make sure to note them on the form.

06

Review the completed form for accuracy and completeness, ensuring that all required fields have been filled out.

07

If necessary, seek assistance from your financial advisor or insurance representative to review the form before submission.

Who needs a 1035 exchange request form:

01

Individuals who have an existing life insurance policy, annuity, or other insurance products and wish to exchange it for a new policy.

02

Policyholders who aim to transfer their accumulated funds, without incurring tax penalties, from one insurance or investment product to another.

03

Individuals who are looking for better coverage, additional benefits, or improved investment options and want to make a change to their existing policy without starting from scratch.

Note: It is crucial to consult with a financial professional or insurance advisor to determine if a 1035 exchange is suitable for your individual circumstances and to ensure compliance with any applicable regulations.

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