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Deferred Annuity Application 916 Sherwood Drive Lake Bluff, Illinois 600442285 1800321ELCO Please print in dark ink. 1. Proposed Annuitant: Name: Date of Birth: Sex: Social Security #: Phone: Address

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How to fill out proposed annuitant

01

To fill out the proposed annuitant, follow these steps:

02

Step 1: Gather all necessary information about the annuitant, such as their full name, date of birth, and contact details.

03

Step 2: Provide information about the annuitant's current financial situation, including their income, assets, and liabilities.

04

Step 3: Specify the annuitant's desired annuity payment options, such as monthly or annual payments.

05

Step 4: Fill in any additional details required by the application, such as medical history or beneficiary information.

06

Step 5: Review and double-check all the information provided to ensure accuracy and completeness.

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Step 6: Submit the completed proposed annuitant form to the designated authority or financial institution.

Who needs proposed annuitant?

01

Proposed annuitant is needed by individuals or organizations who are considering purchasing an annuity.

02

It is typically required by insurance companies or financial institutions when applying for an annuity policy.

03

Individuals planning for retirement or looking for a stable income stream in the future can benefit from having a proposed annuitant.

04

It helps to determine the terms and conditions of the annuity and ensures that the annuity payments are made to the designated individual or entity.

05

Financial advisors or insurance agents may also need proposed annuitant information to assist their clients in making informed decisions about annuity investments.

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