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QUALIFIED EMPLOYER ANNUITY DISCLOSURE WAIVER FORM Washington National Insurance Company P.O. Box 2022 Carmel, IN 460822022 (800) 8669922 WAIVER OF 30 DAY DISCLOSURE PERIOD FOR QUALIFIED PLANS AND

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How to fill out qualified employer annuity disclosure

Point by Point: How to fill out qualified employer annuity disclosure

01

Start by gathering all relevant information: Before filling out the annuity disclosure, collect all necessary details such as the employee's name, social security number, and contact information.

02

Review the disclosure form: Carefully read through the qualified employer annuity disclosure form to understand its requirements and ensure that you have all the necessary information.

03

Provide employer details: Fill in the employer's name, address, and contact information as required by the disclosure form.

04

Employee information: Enter the employee's name, social security number, and contact details accurately. Double-check for any errors or typos.

05

Specify the annuity plan details: Provide information about the specific annuity plan, such as the name of the insurance company, contract or policy number, and the annuity type (fixed, variable, etc.).

06

Include payment details: Indicate how the annuity payments will be made, such as through a lump sum or periodic payments. Include the frequency and duration of the payments if applicable.

07

State the investment options: If the annuity allows for investment choices, provide information about the available options or funds. This may include the names of the funds, risk levels, and any associated fees.

08

Outline surrender charges and fees: Disclose any surrender charges or fees associated with the annuity contract. These charges may apply if the employee terminates the annuity before a certain period or makes certain withdrawals.

09

Explain death benefit options: If the annuity offers death benefits, describe the available options, such as lump-sum payout or installment payments to beneficiaries.

10

Sign and date the disclosure: Once you have completed filling out the qualified employer annuity disclosure, sign and date the form as required. Ensure that all information provided is accurate.

Who needs qualified employer annuity disclosure?

Qualified employer annuity disclosure is typically required for employees who participate in qualified retirement plans, such as 401(k) plans or pension plans, where an annuity option is offered. These disclosures are necessary to inform employees about the key details and provisions of the annuity, ensuring transparency and compliance with legal requirements.

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What is qualified employer annuity disclosure?

Qualified employer annuity disclosure is a document that provides information about annuity plans offered by an employer.

Who is required to file qualified employer annuity disclosure?

Employers who offer annuity plans to their employees are required to file qualified employer annuity disclosure.

How to fill out qualified employer annuity disclosure?

Qualified employer annuity disclosure can be filled out by providing information about the annuity plans, contributions, and other relevant details.

What is the purpose of qualified employer annuity disclosure?

The purpose of qualified employer annuity disclosure is to ensure transparency and provide employees with information about their annuity plans.

What information must be reported on qualified employer annuity disclosure?

Information such as annuity plan details, contributions, investment options, and fees must be reported on qualified employer annuity disclosure.

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