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State of Utah
Administrative Rule Analysis
Revised June 2022
NOTICE OF PROPOSED RULE
TYPE OF RULE: New ___; Amendment ___; Repeal ___; Repeal and Reenact _x_
Title No. Rule No. Section No.
Rule
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How to fill out submitting annuity filings

How to fill out submitting annuity filings
01
Gather all necessary information and paperwork related to the annuity.
02
Complete the required forms accurately and thoroughly.
03
Submit the filled-out forms along with any supporting documents to the appropriate authority.
04
Follow up to ensure that the filings have been received and processed correctly.
05
Keep copies of all documents for your records.
Who needs submitting annuity filings?
01
Individuals who have purchased annuities and need to maintain compliance with regulatory requirements.
02
Insurance companies that offer annuity products and are required to submit filings to regulatory bodies.
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What is submitting annuity filings?
Submitting annuity filings is the process of submitting required documentation related to annuities to the appropriate regulatory body.
Who is required to file submitting annuity filings?
Insurance companies and financial institutions offering annuities are typically required to file submitting annuity filings.
How to fill out submitting annuity filings?
Submitting annuity filings can typically be done electronically through the regulatory body's online portal, by mail, or through a designated third-party provider.
What is the purpose of submitting annuity filings?
The purpose of submitting annuity filings is to ensure compliance with regulatory requirements, provide transparency to consumers, and allow for proper oversight of the annuity market.
What information must be reported on submitting annuity filings?
Submitting annuity filings typically require information such as financial data, sales and surrender information, and details on customer complaints.
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