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ISDA FINANCIAL LIFEISDA Fraternal AssociationINDIVIDUAL ANNUITY APPLICATIONLife Insurance and AnnuitiesA Fraternal Benefit Society (Herein called ISDA)Please PrintIs the Proposed Annuitant a member

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What is is form proposed annuitant?

The IS Form Proposed Annuitant is a tax-related form used to propose an individual as an annuitant for an annuity contract.

Who is required to file is form proposed annuitant?

The individual or entity proposing to name an annuitant for an annuity contract is required to file the IS Form Proposed Annuitant.

How to fill out is form proposed annuitant?

To fill out the IS Form Proposed Annuitant, provide relevant personal information, details about the annuity, and ensure all sections are completed as per the instructions provided in the form.

What is the purpose of is form proposed annuitant?

The purpose of the IS Form Proposed Annuitant is to formally propose an individual as the annuitant for an annuity, thereby enabling the contract to be executed under specific terms.

What information must be reported on is form proposed annuitant?

The information that must be reported on the IS Form Proposed Annuitant includes the proposed annuitant's name, date of birth, Social Security number, and any relevant details about the annuity contract.

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