Get the free ANNUITY MRI WORKSHEET

ANNUITY MRI WORKSHEET TYPE OF ANNUITY: VARIABLE ANNUITY Company Name: Date of Call: Spoke To: BELOW INFORMATION IS AOF PREVIOUS DAY MARKET CLOSE: Accumulation Value: $ Surrender Value: $ % Death Benefit:

How to fill out annuity mri worksheet

How to fill out an annuity MRI worksheet:

1. Gather all relevant information: Before filling out the annuity MRI worksheet, make sure you have all the necessary documents and information handy. This may include details about your annuity contract, such as the surrender value, premium payments, policy number, and any additional riders or benefits.
2. Begin by providing personal information: Start by filling out your personal details on the worksheet. This typically includes your name, address, date of birth, and contact information. Be sure to double-check the accuracy of this information to avoid any errors.
3. Enter annuity contract information: Next, you will need to input details about your annuity contract. This may include the name of the insurance company, the contract's effective date, the policy number, and any other pertinent information requested on the worksheet. Take your time and ensure the accuracy of these details.
4. Complete the surrender value section: The annuity MRI worksheet will likely have a section dedicated to the surrender value of your annuity. Fill in the current surrender value as provided by your annuity provider. This information can usually be found on your statement or by contacting the insurance company directly.
5. Provide premium payment information: If applicable, you may need to provide information about your premium payments, such as the frequency (monthly, quarterly, etc.) and the amount paid. This is crucial for calculating the cash value growth of your annuity.
6. Include any additional riders or benefits: If your annuity contract includes any riders or additional benefits, make sure to include them in the worksheet. This could include items like death benefit options, income riders, or cost-of-living adjustments. Refer to your annuity contract or contact your insurance provider for accurate and up-to-date information.
7. Double-check for accuracy: Once you've completed all the sections of the annuity MRI worksheet, take some time to review the information you've provided. Make sure everything is accurate and filled out correctly. Errors or inaccuracies could affect the accuracy of the MRI report.

Who needs an annuity MRI worksheet?

Annuity MRI worksheets are typically used by individuals who hold annuity contracts and want to undergo an annuity MRI analysis. This analysis helps assess the competitiveness and performance of an annuity product by comparing it to other options in the market. Individuals who wish to evaluate their annuity's performance, surrender value, or understand the potential benefits of making changes to their policy may benefit from using an annuity MRI worksheet. It is advisable to consult with a financial professional or insurance advisor who specializes in annuities to better understand how an annuity MRI analysis can potentially benefit your specific financial situation.

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