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AB2151 (30 01/01/2023) Page 1 of 7Withdrawal/Surrender Request Form for fixed, fixed indexed and registered index-linked annuities Fixed and fixed indexed annuities:Registered index-linked annuities:Overnight

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How to fill out registered index-linked annuitieshow it

01

Contact the insurance company to inquire about available registered index-linked annuities.

02

Review the terms and conditions of the annuity contract including fees, surrender charges, and caps on returns.

03

Provide necessary personal information and complete the application form accurately.

04

Choose the index or indices to link the annuity to based on your investment goals.

05

Decide on the allocation of funds between the index and fixed account options.

06

Sign the contract and make any initial premium payments required.

Who needs registered index-linked annuitieshow it?

01

Individuals looking for potential growth of their retirement savings while having downside protection against market losses may benefit from registered index-linked annuities.

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What is registered index-linked annuitieshow it?

Registered index-linked annuities are annuities whose returns are linked to a specific index, such as the S&P 500. The value of the annuity will fluctuate based on the performance of the index.

Who is required to file registered index-linked annuitieshow it?

Insurance companies offering registered index-linked annuities are required to file them with the appropriate regulatory authorities.

How to fill out registered index-linked annuitieshow it?

Insurance companies must provide information on the annuity contract, the index it is linked to, and any fees associated with the product.

What is the purpose of registered index-linked annuitieshow it?

The purpose of registered index-linked annuities is to provide investors with the opportunity to participate in the potential growth of a specific index while also offering some level of protection against market downturns.

What information must be reported on registered index-linked annuitieshow it?

Information such as the annuity contract details, the index performance, fees, and surrender charges must be reported on registered index-linked annuities.

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