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Individual Annuity Application 1. Annuitant (Joint Annuitants are not permitted) ___ ___ ___ Annuitant full names/Mandate of birth (MM/DD/YYY)___ ___ ___ ___ Street addressCityStateZIP___ ___ Phonemic

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What is annuity new business checklist?

An annuity new business checklist is a comprehensive guide used by financial advisors and insurance agents to ensure all necessary steps and documentation are completed when initiating a new annuity contract.

Who is required to file annuity new business checklist?

Insurance agents and financial advisors who sell annuities are typically required to file the annuity new business checklist as part of the application process for their clients.

How to fill out annuity new business checklist?

To fill out the annuity new business checklist, individuals should follow each item on the list, providing accurate client information, documentation, and necessary signatures as required by the insurance company.

What is the purpose of annuity new business checklist?

The purpose of the annuity new business checklist is to ensure that all aspects of the annuity application process are completed correctly and to prevent delays in issuing the policy.

What information must be reported on annuity new business checklist?

The checklist typically requires reporting client personal information, policy details, beneficiary information, disclosure agreements, and any other required documentation associated with the annuity application.

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