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When it comes to guaranteed lifetime income Phoenix Personal Income Annuity is right in the sweet spot! Did you know that over 70% of fixed indexed annuities are purchased with a guaranteed income

How to fill out phoenix personal income annuity

How to fill out Phoenix Personal Income Annuity:

1. Visit the official website of Phoenix Life Insurance Company or contact a licensed representative to obtain the necessary forms.
2. Gather all the required documents, including identification proof, social security number, and any relevant investment information.
3. Carefully read and understand the instructions provided along with the forms. If you have any doubts, seek clarification from a professional or customer service representative.
4. Ensure that you have chosen the correct annuity option that suits your financial goals and retirement plans.
5. Fill out the personal information section accurately. This includes your full name, date of birth, contact details, address, and marital status.
6. Provide your social security number or taxpayer identification number for verification and taxation purposes.
7. Complete the beneficiary designation section by providing the names and contact information of individuals who will receive the annuity in the event of your death.
8. Specify the desired payment frequency, whether you want to receive income monthly, quarterly, annually, or in a lump sum.
9. Disclose any additional features or riders you wish to include, such as a death benefit or inflation protection.
10. Review the completed form thoroughly, ensuring that all information is accurate and legible.
11. Sign and date the required sections of the form, and consider having it witnessed or notarized as instructed.
12. Make copies of the completed form for your records and submit the original form to Phoenix Life Insurance Company as advised.

Who needs Phoenix Personal Income Annuity:

1. Individuals looking for a steady and guaranteed stream of income during their retirement years.
2. Those who desire to supplement their pension, social security, or other retirement savings.
3. People who want to protect themselves from the risk of outliving their savings and ensure a secure financial future.
4. Individuals who value the benefits of annuity, such as tax-deferred growth, potential for growth with investment options, and the availability of death benefits for beneficiaries.
5. Those who prefer having flexibility in terms of payment frequency and various payout options according to their financial needs.
6. Individuals who want to leave a financial legacy for their loved ones by utilizing the annuity's death benefit feature.

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