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Variable Annuity Questionnaire and Disclosure VA-1 Printed Client Name(s) Current Age: Insurance Company Name: Variable Contract Selected from the Insurance Company: Approximate Amount of the Contract:

How to fill out variable annuity questionnaire and

How to fill out variable annuity questionnaire and:

1. Start by carefully reading the instructions provided with the questionnaire. Familiarize yourself with the types of information and documentation that will be required.
2. Gather all necessary documents, such as your personal identification, financial statements, and any previous annuity or investment account statements you may have.
3. Begin by providing basic personal information, including your name, address, social security number, and contact details. Make sure to double-check and ensure accuracy.
4. Move on to the section where you will need to provide your financial information. This may include details about your income, assets, debts, and expenses. Be thorough and honest in your responses.
5. If the questionnaire includes questions related to your investment objectives, carefully consider your goals and risk tolerance before answering. Make sure your responses accurately reflect your investment preferences.
6. In some cases, you may need to provide information about your current annuity contracts or investment accounts. Have the necessary statements or documents on hand to reference and provide accurate information.
7. Review your answers before submitting the questionnaire. Double-check for any errors or omissions that need correction. It's essential to ensure the accuracy and completeness of your responses.

Who needs variable annuity questionnaire and:

1. Individuals planning to purchase a variable annuity: If you are considering buying a variable annuity, you will likely need to complete a variable annuity questionnaire. This is a standard procedure that helps insurance companies assess if the annuity product is suitable for your financial situation and investment objectives.
2. Financial advisors or insurance agents: Professionals who assist clients in purchasing variable annuities will often require their clients to complete a variable annuity questionnaire. This helps in understanding the client's financial profile, risk tolerance, and investment preferences to make appropriate recommendations.
3. Insurance companies: Variable annuity questionnaires are used by insurance companies to gather information about potential annuity buyers. This information helps them determine the appropriate annuity product, benefit levels, and pricing that align with the individual's financial circumstances and goals.

Remember, the importance of accurately filling out the variable annuity questionnaire cannot be overstated. It helps ensure that the annuity product you choose aligns with your financial situation, investment needs, and long-term goals.

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