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Loan Request Great West Life & Annuity 401(k) Operations 1 800 338 4015 PLEASE PRINT LEGIBLY IN BLUE OR BLACK INK 1. Participant/Plan Information: Plan Name Plan Account Number Marital Status: Single
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How to fill out GreatWest Life AMP Annuity:

01
Obtain the application form: Start by obtaining the application form for the GreatWest Life AMP Annuity. This form can usually be found on the company's website or by contacting their customer service.
02
Provide personal information: Fill out the application form accurately, providing your personal information such as your name, address, contact details, and social security number. Make sure to double-check the information for any errors before submitting.
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Choose the annuity options: Select the type of annuity you wish to purchase and indicate the specific options you prefer. This may include choosing between a fixed or variable annuity, determining the payout frequency, and deciding if you want any additional riders or beneficiaries.
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Determine the initial investment amount: Decide on the initial investment amount you would like to make towards your GreatWest Life AMP Annuity. This amount may vary depending on your financial objectives, risk tolerance, and overall investment strategy.
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Fill out financial information: Provide the necessary financial information on the application form, which may include details about your income, assets, debts, and expenses. This information helps the insurance company assess your financial situation and determine the suitability of the annuity for your needs.
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Review and sign the application: Before finalizing the application, carefully review all the information you have provided. Ensure that everything is accurate and complete. Sign the application form as required and include any additional documentation that may be requested.

Who needs GreatWest Life AMP Annuity:

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Individuals looking for retirement income: GreatWest Life AMP Annuity is ideal for individuals who want to secure a steady stream of income during their retirement years. This annuity can provide much-needed financial stability and help cover living expenses in retirement.
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Risk-averse investors: If you prefer a guaranteed return on your investment, GreatWest Life AMP Annuity offers a fixed annuity option, ensuring a stable and predictable income stream. This makes it suitable for risk-averse investors who prioritize capital preservation and reliable income over potential market gains.
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Those seeking tax advantages: Annuities, including GreatWest Life AMP Annuity, often offer tax advantages such as tax-deferred growth and the ability to receive income in a potentially more tax-efficient manner. This makes them attractive to individuals looking to optimize their tax planning strategies.
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Individuals planning for the future: If you are concerned about outliving your savings or want to leave a financial legacy for your loved ones, GreatWest Life AMP Annuity can help address these concerns. By converting a lump sum or regular payments into a lifelong income stream, you can ensure financial security for you and your beneficiaries.
Remember, it is always advisable to consult with a financial advisor or insurance professional to determine if GreatWest Life AMP Annuity is the right choice for your specific financial goals and circumstances.
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Great West Life & Annuity Insurance Company is a financial services firm that offers life insurance and annuity products to individuals and businesses.
Policyholders who have purchased life insurance or annuity products from Great West Life & Annuity may be required to file the necessary paperwork related to their policies.
To fill out Great West Life & Annuity forms, policyholders should carefully review the instructions provided by the company and provide accurate and up-to-date information about their policies.
The purpose of Great West Life & Annuity products is to provide financial protection and security to individuals and businesses in the event of death, disability, or retirement.
Policyholders may be required to report information such as their personal details, policy numbers, beneficiaries, and any changes to their coverage or plans.
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