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Variable Annuity Application The Lincoln National Life Insurance Company (Company) Fort Wayne, Indiana Instructions: Please type or print. ANY ALTERATIONS TO THIS APPLICATION MUST BE INITIALED AND

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How to fill out variable annuity application

01

Step 1: Gather all necessary documents like identification proof, social security number, and financial information.

02

Step 2: Start filling out the personal information section including your name, address, date of birth, and contact details.

03

Step 3: Provide your employment and income details, including your current job, employer information, and annual salary.

04

Step 4: Fill in the beneficiary information, specifying who will receive the benefits in case of your demise.

05

Step 5: Complete the investment selection section, where you need to decide how your funds will be allocated among various investment options.

06

Step 6: Review the policy's terms and conditions carefully before signing and submitting the application.

07

Step 7: Double-check all the information provided and make sure everything is accurate and up to date.

08

Step 8: Submit the completed application along with any required supporting documents to the insurance provider.

Who needs variable annuity application?

01

Individuals who have a long-term investment goal and want tax-deferred growth potential may need a variable annuity application.

02

Investors who are comfortable with market fluctuations and seek flexibility to choose their investment options can benefit from variable annuities.

03

Individuals who wish to guarantee a steady income stream in retirement can explore variable annuity options.

04

Those who are looking for beneficiary protection and want to pass on their wealth to future generations may consider variable annuities.

05

People who already have essential insurance coverage and want to further diversify their investment portfolio may find variable annuities suitable.

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What is variable annuity application?

Variable annuity application is a form that individuals must complete when applying for a variable annuity contract.

Who is required to file variable annuity application?

Anyone interested in purchasing a variable annuity contract is required to file a variable annuity application.

How to fill out variable annuity application?

To fill out a variable annuity application, individuals need to provide personal information, financial details, investment preferences, and beneficiary designations.

What is the purpose of variable annuity application?

The purpose of the variable annuity application is to collect necessary information to determine the suitability of the variable annuity contract for the applicant.

What information must be reported on variable annuity application?

Information such as personal details, financial situation, investment knowledge, risk tolerance, and beneficiary designations must be reported on the variable annuity application.

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