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SUBMITTING AN ANNUITY APPLICATION Required Forms: 1035 Exchange/Transfer Form (if applicable) 4003 Replacement Form (if applicable) — 4000 (may vary by state) W-9 Application for State 2000 (may

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How to fill out annuity app - beneflex

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Start by gathering all the necessary information such as your personal details, contact information, and social security number.

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Begin by entering your full name, date of birth, and address in the designated fields.

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Provide your email address and phone number so that the company can easily contact you if needed.

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Fill in your social security number and any other identification numbers requested.

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Next, provide information about your current employment status, including your employer's name, address, and contact details.

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Specify the type of annuity you are interested in, such as fixed or variable, and the amount you would like to invest.

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If you have any existing annuities or retirement accounts, disclose this information on the form.

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