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Phoenix Life Insurance Company (Phoenix) PHL Variable Insurance Company (Phoenix) Phoenix Life and Annuity Company (Phoenix)Direct Deposit Quick ReferenceSections Attached is the form you requested.

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What is variable annuity allocation transfer?

Variable annuity allocation transfer is the process of moving funds within a variable annuity contract from one investment option to another.

Who is required to file variable annuity allocation transfer?

The policyholder or annuitant is typically required to report variable annuity allocation transfers.

How to fill out variable annuity allocation transfer?

Variable annuity allocation transfers can usually be completed by submitting a form provided by the insurance company or financial institution managing the annuity.

What is the purpose of variable annuity allocation transfer?

The purpose of a variable annuity allocation transfer is to adjust the investment mix of the annuity contract in response to changing financial goals or market conditions.

What information must be reported on variable annuity allocation transfer?

The transfer amount, source investment option, target investment option, and any applicable fees or charges must be reported on a variable annuity allocation transfer form.

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