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Life Insurance and Annuities(Herein called ISDA)3. Plan: Flexible Premium Deferred Annuity Name(If no, with this application the Annuitant is applying for membership.) 2 Year Annuity 5 Year Annuity
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How to fill out annuity-application-il-non-qualified-transfer

01
Obtain the annuity application form specific to Illinois non-qualified transfers.
02
Fill in your personal information including name, address, social security number, and contact information.
03
Provide details about the annuity contract you are transferring, such as the contract number and name of the issuing company.
04
Indicate the amount you wish to transfer and whether it is a partial or full transfer.
05
Sign and date the application form, and submit it along with any required supporting documents.

Who needs annuity-application-il-non-qualified-transfer?

01
Individuals who hold an annuity contract and want to transfer it as a non-qualified transfer in Illinois.
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An annuity-application-il-non-qualified-transfer is a form used to facilitate the transfer of a non-qualified annuity, typically outside of pension or retirement plans, allowing for the change of ownership or beneficiary.
Individuals or entities seeking to transfer ownership of a non-qualified annuity are required to file this application, including the current owner and the new owner.
To fill out the annuity-application-il-non-qualified-transfer, provide personal information of both the current and new owner, details of the annuity, and specify the transfer request. Follow the specific instructions provided with the form.
The purpose of the annuity-application-il-non-qualified-transfer is to legally document the transfer of ownership of a non-qualified annuity, ensuring that the new owner has the rights to the annuity benefits.
The application must report the names and contact information of both the current owner and the new owner, the details and policy number of the annuity, and any relevant financial information related to the transfer.
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