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Administrative Office PO Box 81853 Lincoln, NE 68501 Phone: 866.504.0395 Fax: 402.474.8078 Email: customerservice@puritanlife.comPOLICY OWNERSHIP CHANGE REQUEST Section A: Current Owner Information
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How to fill out life and annuity policy

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How to fill out life and annuity policy

01
Gather all necessary information such as personal details, beneficiaries, and coverage needs.
02
Fill out the application form accurately and truthfully.
03
Provide any required supporting documents such as identification and medical records.
04
Review the policy terms and conditions before signing to ensure understanding.
05
Submit the completed application to the insurance provider for processing.

Who needs life and annuity policy?

01
Individuals who want to provide financial security for their loved ones in case of their death.
02
People who want to save for retirement and guarantee a steady income stream.
03
Anyone looking to protect their assets and ensure financial stability in the future.
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A life and annuity policy is an insurance contract that provides financial protection in the event of death (life policy) and/or a series of regular payments (annuity) either immediately or at a specified future date.
Insurance companies and agents who sell life and annuity products are typically required to file these policies with state insurance regulators.
To fill out a life and annuity policy, one must complete the application form with personal information, beneficiary details, medical history, and select coverage options based on the desired policy.
The purpose of a life and annuity policy is to provide financial security and income protection for policyholders and their beneficiaries during their lifetime and/or in retirement.
The information that must be reported includes policyholder's personal information, coverage amounts, premiums, benefits, terms of the policy, and any riders or additional provisions.
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