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NO. 0112 DATE: February 22, 2012, TO: All Agents Licensed in Tennessee FROM: James P. Payne, Compliance Officer SUBJECT: Suitability in Annuity Transactions The purpose of this Compliance Bulletin

How to fill out cb 01-12

How to fill out CB 01-12:

1. Gather all necessary information: Before starting to fill out CB 01-12, make sure you have all the required information. This may include personal details, contact information, employment history, educational background, and any other relevant information.
2. Read the instructions carefully: CB 01-12 may come with specific instructions or guidelines on how to fill it out. Take the time to carefully read and understand these instructions before proceeding.
3. Begin with personal information: Start filling out CB 01-12 by providing your personal details such as your full name, date of birth, gender, and social security number if applicable. Double-check the accuracy of the information to avoid any errors.
4. Complete the contact information section: Provide your current address, phone number, and email address in the contact information section. Ensure that the contact details you provide are up to date and accurate.
5. Fill in the employment history: Include details about your previous and current employment history, including job titles, dates of employment, company names, and job responsibilities. If you have any gaps in employment, explain them briefly.
6. Provide educational background: Mention your educational qualifications, including degrees, certifications, and any relevant courses or training you have completed. Include the names of the institutions, dates attended, and any honors or awards received.
7. Disclose any criminal history, if applicable: CB 01-12 may ask you to provide information about any criminal history. Be honest and provide accurate details if you have a criminal record. Remember to follow any instructions provided regarding the format or details required.
8. Include additional information, if needed: Some forms like CB 01-12 may have sections for additional information or remarks. If there is any relevant information you feel is important to include, utilize these sections appropriately. However, avoid providing unnecessary or irrelevant details.
9. Review and proofread: Once you have completed filling out CB 01-12, take the time to review all the information you have provided. Make sure there are no spelling mistakes, incorrect information, or missing sections. Proofread it carefully for any errors.
10. Sign and submit: After reviewing and ensuring the accuracy of the information provided, sign the CB 01-12 form as instructed. Follow the submission guidelines, whether it's mailing it, submitting it electronically, or delivering it in person.

Who needs CB 01-12?

1. Job applicants: CB 01-12 is commonly used by job applicants when applying for positions that require a standardized form for collecting personal and employment-related information. It helps streamline the application process and provides a consistent format for employers to review.
2. Government agencies: Some government agencies may require CB 01-12 when applying for certain licenses, permits, or benefits. It helps them gather relevant information in a structured manner for their evaluation and decision-making processes.
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Note: The need for CB 01-12 may vary depending on specific circumstances and requirements. It is always advisable to consult the relevant authorities or organizations to confirm whether CB 01-12 is necessary in a particular situation.

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What is cb 01-12?

cb 01-12 is a form used for reporting certain financial information to the relevant authorities.

Who is required to file cb 01-12?

Entities or individuals specified by the regulatory authorities are required to file cb 01-12.

How to fill out cb 01-12?

CB 01-12 can be filled out electronically or manually, following the instructions provided by the regulatory authorities.

What is the purpose of cb 01-12?

The purpose of cb 01-12 is to gather financial data for regulatory and compliance purposes.

What information must be reported on cb 01-12?

Information such as income, expenses, assets, liabilities, and other financial details may need to be reported on cb 01-12.