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3700 S. STOCKBRIDGE DRIVE POST OFFICE BOX 8080 MCKINNEY, TEXAS 750708080 TRANSFER / 1035 EXCHANGE FORM 1. EXISTING CONTRACT / POLICY INFORMATION Name of Distributing Plan / Company Contract / Policy
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How to fill out transfer 1035 exchange form
How to fill out transfer 1035 exchange form:
01
Obtain the transfer 1035 exchange form from the insurance company or financial institution that will be receiving the transfer. This form may also be available online on their website.
02
Fill in your personal information, including your name, address, social security number, and contact information. Ensure that all information is accurate and up to date.
03
Identify the existing insurance or annuity contract that you want to transfer. Provide the policy number, the name of the insurance company, and any other relevant details about the current policy.
04
Specify the new insurance or annuity contract that you want the funds to be transferred into. Provide the name of the insurance company, the type of contract, and any other necessary details.
05
Calculate and document the amount of money or assets that you want to transfer. This could be the full cash value of the existing policy or a specific amount of money.
06
Indicate the reason for the transfer, such as tax considerations, better investment opportunities, or consolidating multiple policies.
07
Sign and date the transfer 1035 exchange form. Make sure to review all the information you've provided to ensure accuracy and completeness.
Who needs transfer 1035 exchange form:
01
Individuals who have an existing insurance or annuity contract and want to transfer the funds to a new contract without incurring taxes.
02
People who want to take advantage of better investment opportunities or more favorable terms offered by another insurance company.
03
Those who wish to consolidate multiple insurance or annuity policies into a single contract for easier management and potential cost savings.
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What is transfer 1035 exchange form?
Transfer 1035 exchange form is a form used to exchange one life insurance policy or annuity contract for another, without incurring a tax liability.
Who is required to file transfer 1035 exchange form?
Any individual or entity looking to transfer their life insurance policy or annuity contract through a 1035 exchange is required to file the form.
How to fill out transfer 1035 exchange form?
To fill out the transfer 1035 exchange form, you must provide information about the policies or contracts being exchanged, as well as details about the insurance companies involved.
What is the purpose of transfer 1035 exchange form?
The purpose of the transfer 1035 exchange form is to facilitate tax-deferred transfers of life insurance policies and annuity contracts.
What information must be reported on transfer 1035 exchange form?
The transfer 1035 exchange form must include details about the policies/contracts being exchanged, policy/contract owner information, insurance company information, and any beneficiaries listed.
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