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FUND SELECT ANNUITYPLATINUM PENSION 2003 (WITH PROFIT) LIFE GUARANTEED ANNUITYQUOTATION REQUEST FORM Please complete using CAPITAL/BLOCK LETTERS in blue or black ink. FUND SELECT ANNUITY CONTACT DETAILS For

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How to fill out fund select annuity quotation

01

To fill out a Fund Select Annuity Quotation, follow these steps:

02

Begin by providing your personal information, including your name, contact details, and date of birth.

03

Next, specify the type of annuity you are interested in by selecting the appropriate option.

04

Indicate the currency in which you prefer to receive your annuity payments.

05

Enter the amount of money you would like to invest.

06

If you have any existing annuities or pension plans, disclose this information as well.

07

Specify whether you want your annuity to be single life or joint life, and provide details about your spouse if applicable.

08

Lastly, review all the information provided and ensure its accuracy. Then, submit the quotation form for further processing.

Who needs fund select annuity quotation?

01

Fund Select Annuity Quotation is typically needed by individuals who are planning for their retirement and want to invest in an annuity scheme.

02

It is also useful for individuals who want to compare different annuity options and select the one that suits their needs the best.

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What is fund select annuity quotation?

A fund select annuity quotation is a document that provides an estimate of the benefits and costs associated with a specific type of annuity investment, detailing how funds will be allocated and the expected payouts.

Who is required to file fund select annuity quotation?

Individuals or entities that are applying for or managing fund select annuities typically need to file this quotation to provide necessary details to the financial institution or regulatory body involved.

How to fill out fund select annuity quotation?

To fill out the fund select annuity quotation, one must provide personal details, investment amounts, selection of funds, and any specific options related to the annuity being acquired.

What is the purpose of fund select annuity quotation?

The purpose of the fund select annuity quotation is to inform potential investors about the projected performance and income of their annuity investment, allowing for informed decision-making.

What information must be reported on fund select annuity quotation?

The quotation must include personal identification, fund allocation details, projected returns, any fees associated with the annuity, and terms and conditions.

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