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Portfolio Director Fixed and Variable Annuity Application For use with all plan types except individual non-qualified deferred annuities. The Variable Annuity Life Insurance Company (VALID) Houston,

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How to fill out form variable annuity life?

01

Begin by reviewing the form: Before filling out the form, carefully read and understand all the instructions provided. Pay close attention to any specific requirements or documentation needed.

02

Personal Information: Provide accurate and up-to-date personal information such as your full name, address, contact details, and Social Security number. This information is crucial for identification and record-keeping purposes.

03

Beneficiary Designation: Indicate the individuals or entities you wish to name as beneficiaries in the event of your death. Provide their full names, relationship to you, and their contact information.

04

Investment Options: The form may require you to choose from a range of investment options available for your variable annuity. Take the time to consider your investment goals, risk tolerance, and long-term financial plans before making your selection.

05

Contribution Amount: Specify the amount you intend to contribute to the variable annuity. This could be a one-time lump sum or periodic contributions.

06

Allocation: Determine the allocation of your contributions across different investment options, such as stocks, bonds, or mutual funds. This decision will impact the performance and growth of your variable annuity over time.

07

Signature: Sign and date the form to certify that all the information provided is accurate and complete. Ensure that you have properly reviewed the form before submission.

Who needs form variable annuity life?

01

Individuals Planning for Retirement: Variable annuities can be a useful tool for those who want to supplement their retirement income. If you are concerned about outliving your savings or market volatility, a variable annuity may be an option worth considering.

02

Investors Seeking Tax-Deferred Growth: Variable annuities offer the benefit of tax-deferred growth. If you have already maximized your contributions to other retirement accounts like IRAs or 401(k)s, a variable annuity can provide additional tax advantages.

03

Risk-Tolerant Investors: Variable annuities offer investment options tied to the performance of various underlying assets. If you have a higher risk tolerance and are comfortable with potential market fluctuations, a variable annuity may align with your investment objectives.

Please note that the decision to purchase a variable annuity should be made after careful consideration of your financial situation, investment goals, and personal preferences. It is advisable to consult with a financial advisor or professional who can provide personalized guidance.

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