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Global Atlantic Annuity Allocation Recommendations Q3 2017 Fixed Index Annuity Reallocation Form Forethought Life Insurance Company Important Information You have the right to change your Account

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How to fill out fixed index annuity reallocation

01

To fill out a fixed index annuity reallocation, follow these steps:

02

Review your current fixed index annuity contract to understand the terms and conditions related to reallocation.

03

Determine the desired allocation percentages for your funds. Consider your risk tolerance and investment goals.

04

Contact your insurance company or financial advisor to request a reallocation form.

05

Fill out the form accurately and provide the necessary information, such as your name, policy number, and desired allocation percentages for each investment option.

06

Double-check the completed form for any errors or omissions.

07

Sign and date the form.

08

Send the form to your insurance company by mail or submit it electronically, following their specific instructions.

09

Keep a copy of the form for your records.

10

Monitor the reallocation process by checking your account statements or contacting your insurance company or financial advisor.

Who needs fixed index annuity reallocation?

01

Fixed index annuity reallocation may be beneficial for individuals who:

02

- Want to change the allocation of their funds within a fixed index annuity to respond to changing market conditions.

03

- Have different investment goals or risk tolerance compared to when they initially allocated their funds.

04

- Seek to take advantage of potential growth opportunities in specific investment options within their fixed index annuity.

05

- Wish to rebalance their portfolio or align their investments with their current financial situation and objectives.

06

- Require a more conservative or aggressive investment strategy based on their evolving circumstances.

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