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Individual Flexible Premium Deferred Annuity Application Underwritten by COLORADO BANKERS LIFE INSURANCE COMPANY 5990 Greenwood Plaza Blvd., Greenwood Village, Colorado 80111 1. PROPOSED ANNUITANT
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01
Obtain an individual flexible premium deferred form.
02
Read the instructions carefully before filling out the form.
03
Fill in your personal details accurately, such as name, address, and contact information.
04
Provide the necessary documentation, such as identification proof and income details.
05
Specify the desired premium amount and the frequency of payments.
06
Indicate the investment options and allocation percentages.
07
Review the form for any errors or missing information.
08
Sign and date the form.
09
Submit the completed form along with any required fees or initial premium payment.
Who needs individual flexible premium deferred?
01
Individuals who want to save for their retirement with flexible premium payments.
02
Those who prefer the flexibility to vary their premium amount and payment frequency.
03
People who want to have control over their investment options and allocation percentages.
04
Individuals who are looking for a long-term savings plan with potential tax advantages.
05
Those who desire the option to access their savings in the future if needed.
06
People who are willing to commit to regular premium payments for a deferred period.
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What is individual flexible premium deferred?
Individual flexible premium deferred is a type of insurance policy where the policyholder can adjust the premium and benefit amounts.
Who is required to file individual flexible premium deferred?
Policyholders who have individual flexible premium deferred insurance policies are required to file.
How to fill out individual flexible premium deferred?
Individuals must provide information about their policy and any changes to premium or benefits.
What is the purpose of individual flexible premium deferred?
The purpose of individual flexible premium deferred is to allow policyholders flexibility in managing their insurance policy.
What information must be reported on individual flexible premium deferred?
Policy details, premium amounts, benefit amounts, and any changes made to the policy.
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