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Non-Qualified Partial 1035 Exchange Request Form 1371 AMERICAN SAVINGS LIFE INSURANCE COMPANY 480.835.5000 800.880.2112 fax:480.835.5355 935 E Main Street, Mesa, Arizona 85203 www.AmericanSavingsLife.com
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How to fill out non-qualified partial 1035 exchange

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How to fill out a non-qualified partial 1035 exchange:

01
Gather all the necessary information and documents: Before starting the process, make sure you have the necessary paperwork, such as the surrender form from your existing non-qualified annuity contract, the application form for the new annuity contract, and any other supporting documents that may be required.
02
Determine the amount you want to exchange: Decide how much of your existing non-qualified annuity contract you want to transfer to the new annuity contract through the partial 1035 exchange. This can be a specific dollar amount or a percentage of the total value.
03
Research and select a new annuity provider: Look for insurance companies or financial institutions that offer annuity products which meet your financial goals and requirements. Compare their features, benefits, fees, and any other relevant factors to choose the most suitable option for your needs.
04
Contact the new annuity provider: Reach out to the selected annuity provider and inform them about your intention to perform a non-qualified partial 1035 exchange. They will guide you through their specific process and provide you with the necessary forms to complete.
05
Complete the required paperwork: Fill out the surrender form from your existing non-qualified annuity contract, accurately providing the requested information and indicating the amount you wish to transfer. Additionally, complete the application form for the new annuity contract, providing all the necessary details as required by the new provider.
06
Review and double-check the forms: Before submitting the forms, carefully review all the information you have provided. Ensure that there are no errors or discrepancies that could delay or jeopardize the exchange process.
07
Submit the forms and wait for processing: Send the completed forms to the new annuity provider as per their instructions. They will initiate the processing of the non-qualified partial 1035 exchange and handle the transfer of funds from your existing annuity contract to the new one.

Who needs a non-qualified partial 1035 exchange?

01
Individuals with existing non-qualified annuities: Those who already have non-qualified annuity contracts and wish to transfer a portion of their funds to a new annuity provider may consider a non-qualified partial 1035 exchange.
02
Individuals seeking better terms or features: If your current annuity contract no longer meets your financial goals, or if you have found another annuity product with more favorable terms, such as lower fees or higher potential returns, a non-qualified partial 1035 exchange can help you make the desired changes.
03
Individuals looking to diversify or consolidate their investments: A non-qualified partial 1035 exchange allows individuals to transfer a portion of their funds from one annuity contract to another. This can be an attractive option for those looking to diversify their investments or consolidate multiple annuity contracts into a single contract for better management and convenience.
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Non-qualified partial 1035 exchange is when a portion of the value of a life insurance or annuity contract is transferred to another contract without incurring taxes.
Policyholders who want to transfer a portion of their life insurance or annuity contract to another without triggering tax consequences.
Fill out the necessary forms provided by the insurance company and follow the instructions for transferring a portion of the contract value to a new contract.
The purpose is to allow policyholders to transfer a portion of their contract value to a new contract without incurring taxes, providing flexibility and options for managing their financial assets.
The amount being transferred, the details of the old and new contracts, and any tax implications or considerations.
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