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OMB NO. 07020139 OMB approval expires OCT 31, 2022Army and Air Force Exchange Service (AAFES) ANNUITY APPLICATION AGENCY DISCLOSURE NOTICE The public reporting burden for this collection of information,
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How to fill out annuity application agency disclosure

01
Obtain the annuity application agency disclosure form from the issuing agency.
02
Carefully read through the entire form to familiarize yourself with the information required.
03
Fill out all sections of the form accurately and completely, providing all requested details.
04
Sign and date the form at the designated areas to confirm your agreement with the disclosure.
05
Review the completed form to ensure all information is correct before submitting it to the agency.

Who needs annuity application agency disclosure?

01
Individuals who are applying for an annuity through a specific agency are required to fill out the annuity application agency disclosure.
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An annuity application agency disclosure is a form that discloses the relationship between the agent and the agency involved in the sale of an annuity.
The agent who is selling the annuity is required to file the annuity application agency disclosure.
The agent must provide accurate information about the agency they are representing and the details of the annuity being sold.
The purpose of annuity application agency disclosure is to provide transparency and disclosure about the relationship between the agent and the agency to the buyer.
The annuity application agency disclosure must include the name and address of the agency, the agent's details, and information about the annuity product.
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