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Ocean view Life and Annuity Company PO Box 830 Grimes, IA 50111 888.295.3815 Tel www.oceanviewlife.com1Request for Rollover, Transfer or ExchangeTransferring Institution COMPANY OR CUSTODIANPHONESTREET
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Obtain the Oceanview Life and Annuity application form.
02
Fill in your personal information accurately, such as name, address, contact details, and social security number.
03
Provide details about your medical history and lifestyle habits.
04
Choose the type of life insurance and annuity plan that suits your needs and financial goals.
05
Review the completed form for any errors or missing information.
06
Sign and date the form before submitting it to Oceanview Life and Annuity for processing.

Who needs oceanview life and annuity?

01
Individuals who are looking to secure financial protection for their loved ones in the event of death.
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Individuals who want to ensure a steady income stream during retirement.
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Those who want to take advantage of tax-deferred growth and guaranteed returns offered by annuity plans.
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Oceanview life and annuity is a type of insurance policy that provides coverage for both life insurance and annuity benefits.
Policyholders who have purchased an oceanview life and annuity policy are required to file it.
Oceanview life and annuity can be filled out by providing the necessary information about the policyholder, coverage details, and beneficiaries.
The purpose of oceanview life and annuity is to provide financial protection and stability for the policyholder and their beneficiaries in the event of death or retirement.
Information such as policy number, coverage amount, premium payments, and beneficiary details must be reported on oceanview life and annuity.
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