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LIVING ANNUITY POLICY Application Form Important information Before investing, please read the Terms and Conditions of the Policy carefully to decide if the product meets your financial needs. Consider
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How to fill out living annuity policy application

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How to fill out living annuity policy application

01
Obtain the living annuity policy application form from the insurance company or financial institution.
02
Fill in your personal details such as name, address, contact information, and identification number.
03
Specify the amount you wish to invest in the living annuity policy.
04
Choose the investment options and risk profile that best suit your financial goals and risk tolerance.
05
Sign and date the application form, ensuring all sections are completed accurately.
06
Submit the completed application form along with any required documents to the insurance company or financial institution.

Who needs living annuity policy application?

01
Individuals who are looking for a flexible retirement income option.
02
People who want to have control over their investment choices and withdrawals during retirement.
03
Those who prefer to receive regular income payments during their retirement years.
04
Individuals who want to leave a legacy for their beneficiaries after their passing.
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A living annuity policy application is a document submitted to insurance companies or financial institutions to establish a living annuity, which is a financial product that provides regular income payments during retirement based on the value of the invested capital.
Individuals who wish to set up a living annuity to manage their retirement savings and receive income during retirement are required to file a living annuity policy application.
To fill out a living annuity policy application, individuals need to provide personal information, details about their financial situation, investment preferences, and select the amount to be withdrawn periodically as income.
The purpose of the living annuity policy application is to initiate the process of creating a living annuity account that enables retirees to convert a portion of their retirement savings into a regular income stream.
The application must report personal identification details, financial information including existing savings and investments, selected income withdrawal amounts, and any specific investment preferences.
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