Get the free Variable Annuity Purchase Disclosure and Acknowledgment Form

Comprehensive Asset Management and Servicing, Inc. Variable Annuity Purchase Disclosure and Acknowledgment Form PURCHASE INFORMATION: Rep Name/# Owner s Name: Date of Birth Joint Owner: Date of Birth

How to fill out variable annuity purchase disclosure

How to fill out variable annuity purchase disclosure:

1. Begin by carefully reviewing the form and understanding the information it asks for.
2. Provide accurate personal information, such as your name, address, and social security number.
3. Indicate the type of annuity you are purchasing, whether it is a variable annuity or a fixed annuity.
4. Disclose any previous annuity contracts that you currently hold or have held in the past.
5. Provide details about the annuity contract, including the contract number, date of purchase, and the name of the company issuing the annuity.
6. Specify the amount of money you are investing into the annuity, whether it is in a lump sum or through periodic payments.
7. Provide information about the investment options and any riders or additional features that you have selected for your annuity.
8. Disclose any surrender charges or penalties associated with the annuity contract.
9. Review the completed disclosure form for accuracy and completeness before submitting it.

Who needs variable annuity purchase disclosure:

1. Individuals who are interested in purchasing variable annuities.
2. Financial advisors or insurance agents who are assisting clients with the purchase of variable annuities.
3. Insurance companies or annuity providers who require accurate disclosure of purchase details for contractual purposes.

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What is variable annuity purchase disclosure?

Variable annuity purchase disclosure is a document that provides information about the purchase of a variable annuity contract.

Who is required to file variable annuity purchase disclosure?

Insurance companies and other entities issuing variable annuities are required to file variable annuity purchase disclosure.

How to fill out variable annuity purchase disclosure?

Variable annuity purchase disclosure can be filled out by providing the necessary information about the purchased variable annuity contract.

What is the purpose of variable annuity purchase disclosure?

The purpose of variable annuity purchase disclosure is to provide transparency and inform consumers about the details of their variable annuity contract.

What information must be reported on variable annuity purchase disclosure?

Information such as fees, charges, investment options, and surrender charges must be reported on variable annuity purchase disclosure.