Get the free 1035 EXCHANGE REQUEST FORM - Mr. Annuity
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Clear 1035 EXCHANGE REQUEST FORM Sentinel Security Life (Non-Qualified Annuities & Life Insurance Policies Only) 2121 South State St., Salt Lake City, UT 84115 Toll Free 800.247.1423 Complete One
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How to fill out 1035 exchange request form
How to fill out 1035 exchange request form:
01
Start by obtaining the 1035 exchange request form from your insurance company or financial institution.
02
Carefully read the instructions on the form to understand the requirements and any supporting documents that may be needed.
03
Provide your personal information, including your name, address, and contact details, as requested on the form.
04
Include information about your current insurance or annuity policy that you wish to exchange, such as the policy number, issuing company, and surrender value.
05
Indicate the type of policy or annuity you want to exchange your current policy for, providing details such as the desired policy name, policy number, and issuing company.
06
Specify any additional riders or features you want to include in the new policy, if applicable.
07
Sign and date the form, ensuring that all required signatures are provided, including any required signatures from your current insurance or annuity company.
08
Make a copy of the completed form and any supporting documents for your records before submitting it to your insurance company or financial institution.
Who needs 1035 exchange request form:
01
Individuals who currently have an insurance or annuity policy that they want to transfer or exchange for a new policy.
02
Policyholders who are looking to take advantage of the financial benefits associated with a 1035 exchange, such as tax deferral or better investment options.
03
Individuals who want to consolidate multiple policies or annuities into a single policy for ease of management and potentially reducing fees or premiums.
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